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Update meeting notes with virtual meeting link for clients

Update meeting notes with virtual meeting link for clients

Your CRM activities miss meeting links, so advisors scramble for join details before calls. Add links to the activity description so advisors have meeting access and prep context ahead of meetings.

Update meeting notes with virtual meeting link for clients

Overview

Embed meeting links directly into activity records so your advisors stop hunting for join details and start meetings on time. This delivers predictable client session readiness and removes last-minute link searches ahead of scheduled calls.

Update meeting notes with virtual meeting link for clients