How do you organize twenty ?
Hello! This post is an open discussion about how you are using Twenty to organize your informations.
Let's say you have a new business meetings, you create an opportunity, where do you write the meeting summary ?
- in the opportunity note (if yes, which title do you use for your note ?)
- in the company note
- in a task
- in the client (people)
And how do you structure your notes ?
I feel a bit lost at time when informations are spread between company, people, opportunity and tasks notes
Let's say you have a new business meetings, you create an opportunity, where do you write the meeting summary ?
- in the opportunity note (if yes, which title do you use for your note ?)
- in the company note
- in a task
- in the client (people)
And how do you structure your notes ?
I feel a bit lost at time when informations are spread between company, people, opportunity and tasks notes
