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
2 Replies
tbh this comes down to personal preference. Our business structure is probably different from yours so it's easier for us to classify. We are a talent agency.
So if it's meetings with talent we put under talent (I basically duplicated people strictly for talent)
Regarding meetings with brands instead of in opportunities we try to put it in their company pages but it also depends on the rep on the account
chatting with AI has been helpful for structure tbh I wanted to figure out better naming conventions for our deals so am using google gemini to build an SOP
I see, thank you for your answer !
I knew it would vary greatly for each company, but it’s interesting to see the different uses