We prefer using OneNote because it allows us to take notes freehand and despite our poor attempts at handwriting we can always use the convert to text feature if needed to tidy things up. Lastly, it’s possible to use the audio recording function in OneNote to record meetings however we would not recommend this in a Sales Meeting. You can design your own page for Meeting or Project Notes and save it as a template for easy access every time you need it. For Salesforce users you can set up an integration with OneNote via Zapier Integrations here. Most Salespeople may prefer to keep these types of notes inside their CRM and there’s a great article here on how to integrate OneNote with Microsoft Dynamics 365.

We record these “next steps” using the Outlook Tasks integration inside OneNote which automatically adds this to Task in Outlook. In addition to capturing those details we included a visual prompt to help us remember the most important questions and finally, the very last question captures any Next Steps that are agreed. All together it was just too much information for us to remember so we created a simple template in OneNote based on a Word Document we’d been using. In addition to capturing the usual meeting details like attendee names and telephone numbers, we wanted to capture details like the Buyers Primary Sensory Dominance and their Personal DiSC style. Learn with me in less than 10 minutes on how to use OneNote for digital note-taking.Everyone knows the importance of taking accurate notes during a Sales Meeting with prospects and customers, however, we always found it difficult to remember the questions and steps that we needed to follow in our Sales Process. I illustrate how to write, type, select, copy and move content. Many of our planner users requested these basic tips on how to use their iPad as a digital planner and note-taking device.

How to use the lasso tool to move notes around.

In today’s video, I walk you through some of the basic tips to get you started with using OneNote for digital note-taking. Designed like a binder, OneNote has sections, tabs, and pages.

It works across Apple devices and Windows devices, allowing you to easily sync across devices. Maximize your digital planning, note-taking, and journaling experience on the iPad using OneNote.

Learn how to use OneNote on the iPad in just a few minutes with this helpful video.

Use of onenote