Sending notes to the CRM and sharing notes are premium Aloe features (pricing details: https://aloe.ai/pricing)
There are two payment options: 1/ each individual can pay for their premium account or 2/ one person can purchase subscriptions for the team
Navigate to Settings / Subscriptions. This is where Subscriptions are purchased and can be assigned to other Aloe accounts:
These are the steps to get a Team up and running:
- Each person on the Team needs to create an Aloe Account ( https://app.aloe.ai )
- Then, they should connect their Aloe Account to Calendars, a CRM, Conferencing System, etc. (https://help.aloe.ai/getting-started/important-step-to-get-the-most-benefit-from-using-aloe)
- After the Team creates individual Aloe Accounts and you've purchased subscriptions you can Add Users to your subscription:
4. Now everyone on your Team has premium features!