- step1: Install the Toolify plugin or extension from the approved platform.
- step2: Connect Toolify to your CRM and email systems.
- step3: Configure preferences for email drafts and meeting reviews.
- step4: Conduct your sales calls or client meetings as usual.
- step5: Review and approve auto-generated email drafts and CRM updates.
- step6: Use chapter markers and highlights for post-meeting improvements.