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BlogBamya Call

A Preparation before the call, a Post-call summary after it

Every conversation gets two documents with the same two names, whatever kind of call it is: a Preparation before it and a Post-call summary after it. A sales call's summary has four tabs: Summary, Meeting minutes, Actions and Assessment.

An administrator can write the organisation's own templates, up to five tabs of up to five sections each, so everyone prepares and writes up that kind of call the same way. In Bamya they are in Menu > Call settings.

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