A clean documentation habit makes your CRM powerful. 1. Add short notes often You don’t need long paragraphs. A few lines are enough. 2. Document immediately Add notes right after: 3. Use consistent formatting Examples: 4. Combine notes with tags Example: 5. Review history before reaching out This keeps your communication sharp and personal.
Notes and follow‑ups work together to keep you organized. The original note The follow‑up The completion This gives you a full picture of the interaction.
Your CRM becomes more valuable the more you use it. 1. Add notes after every interaction Examples: 2. Add follow‑ups when needed If something requires action later, set a reminder. 3. Review history before reaching out This helps you: 4. Use tags to group interaction types Examples: This makes your history even more meaningful.
Activity History is your automatic timeline of everything that happens with a contact. What gets logged Why it matters History gives you: Where to find it Open any contact → scroll to Activity History. Everything is organized chronologically, newest first.
Notes help you remember conversations, updates, and important details about each person. 1. Open the contact Go to Contacts, then click the name of the person you want to update. 2. Scroll to the Notes section You’ll see a clean text box where you can add new information. 3. Add your note Write anything you … Read more