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How-toPeak PRM

How do I prepare for a meeting with Peak PRM?

Open “Briefing” on the person's profile. In one minute it shows the relationship, last real contact, open promises, changes, recent notes, things in common, conversation anchors and the next step. Everything comes from your entries in Connect and your tasks in Peak Work; nothing is made up.

  1. Open the person.
  2. Choose “Briefing”.
  3. After the meeting, tap “Log after the meeting” and briefly note what came out of it.

Next step

Open people

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