How to Set up OneNote for Customer and Project Management

#onenote #crm #crmsolutions #digitalplanning #customermanagement #projectmanagement

OneNote is a powerful tool for digital planning. If you're looking to use OneNote to better manage customer projects and really take your organization to the next level, our latest video from Key2Success Planner is for you!

In this video, learn how to create a notebook in OneNote that helps you manage projects and meetings that you can share with your team. Then, learn how to integrate that notebook into your daily digital planner.

Things we cover:
0:00 Intro
1:25 Creating a new notebook
2:27 Creating group sections
3:45 Establishing customer notes
5:00 Using Key2Success Projects
6:20 CRM Tools for OneNote
7:12 Setting up projects with meetings
8:30 Using hyperlinks for Projects and Meetings
9:55 Sharing Notebook with Team
10:40 How to Password Protect a OneNote Notebook
15:50 Importing PDF files/images
17:10 How to embed a screenshot into OneNote

Digital planning with the Key2Success Planner is designed to help you achieve your goals and live your life to the fullest. Our proven system is compatible with OneNote and PDF annotation apps.

Learn more by exploring our website.
https://brandenbodendorfer.com/how-to...

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