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💡
If you have different types of meetings that need specific settings and automations, Meeting Types let you customize each one to suit your workflow and streamline your process.
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When you define a Meeting Type, you can specify a wide range of customizations, including which AI content to generate, the language to use, whether to sync with the CRM, and much more.
How to use Meeting Types
How to configure Meeting Types
Meeting Type settings for private meeting
🤔 FAQ
- How do Meeting Types improve my workflow?
- Can I customize Meeting Types for different sales roles?
- What kinds of settings can be customized for Meeting Types?
- Can I create my own Meeting Notes Template for a specific Meeting Type?
- Who can modify CRM fields for Meeting Types in Piper?
- Can Meeting Types help me with different languages?
- I’m a legacy Piper user. What happens to my previous Notes Templates?
- I’m a legacy Piper user. What CRM or custom fields will be enabled by default in the new Meeting Types?
- What happens if I have a Notes Template that doesn’t have a Meeting Type? Can I apply a Notes Template without creating a new Meeting Type?
- I see I can enable or disable CRM or custom fields for each Meeting Type. Where can I modify each CRM field description?