Sales Call Meeting Notes Template

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By Jerome Clatworthy

A sales call meeting notes template is a handy tool when it comes to keeping track of important details during customer meetings. It should include the date, time, and location of the meeting; who attended; topics discussed; action items and follow-ups needed; key points discussed or agreed upon; any special requests made by the customer; and any additional relevant information. Having this info documented will ensure you don’t forget anything important that needs to be addressed later on!

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