by Mike Perlongo | Apr 10, 2023
Why multi-tagging is important to be able to access relevant information When you have conversations with bankers, executives, and advisors, you often refer to various other companies, banks, and people. Therefore, linking these conversations to each relevant item is...
by Mike Perlongo | Apr 10, 2023
How Navatar automatically syncs with your Outlook Calendar to gather your meeting schedule Navatar syncs with your Outlook Calendar. This means that any meetings on your Outlook Calendar will automatically be transferred into Navatar along with the people that are...
by Mike Perlongo | Apr 10, 2023
Why it is important for everyone to enter meeting notes in Navatar? By centralizing meeting notes, you can identify patterns and trends in your firm’s conversations, see who your colleagues have spoken with, and potentially gain advantages with key people and...
