There are a lot of documents floating around your organization - notes, account plans, personal notes, etc. Google Drive can make things more complicated with an endless hierarchy of folders and bad searchability.
In Podโs Document Summary, all shared notes are accessible to the other members of your organization. We allow you to very quickly dig through the chaos with a quick action search back and a variety of sales-specific filters. You can filter based on:
Opportunity
Account
Stakeholders
Document Type
My Docs
Private notes only
Meeting assigned date
Filter through your documents in the shared summary page
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