Agenda is a great tool for preparing for meetings with clients. The Agenda tool can be found in both the actions menu and as an independent button (looks like a list) in the bottom left corner of the Prezentor App:
1. Creating an agenda is very simple. Simply add the text and attach the files you'd like to show the customer. You can add any file to the items on the agenda - you will most likely pick a presentation or a few slides that are relevant to your agenda. It is important to note that you don't have to show every attachment nor item in the agenda - it is totally up to you.
2. After you have created your agenda you can either just save or you can send it to your colleagues or client with just a few clicks. Please note that you can send both agenda and notes together or separately.
You can also create tasks in Agenda! It works the same way as with Notes. Learn more about creating tasks.