Sync to CRM
Enter 'Edit' mode (top right)
Click on the CRM Client drop down to add any additional contacts you would like the note to be synced to.
Select 'Save'
Then, click the “Sync to CRM” button (top right-see screenshot below).
💡 Be aware that you will no longer be able to make edits to your meeting notes within Zeplyn after syncing to your CRM.
For additional questions, please reach out to support@zeplyn.ai.