This article explains how to use the Notes section to record and track contact-related notes for a company. Users can log interactions, add follow-up dates, and maintain organized records for better communication management.
Navigation:
Main Menu → Companies → Notes
Applies To: Enterprise, Plus, Basic
Overview
The Notes section allows users to:
- Record notes about interactions or references related to a company.
- Log follow-up dates to ensure timely communication.
Notes Fields
- Date: The date of the contact or when the note was recorded.
- Notes: The content of the note or details about the interaction.
- Follow-Up: The date for the next follow-up related to the note.
Key Notes
- Ensure follow-up dates are accurate to maintain effective communication with the company.
- Use the Notes field to log sufficient detail for future reference.
Conclusion:
The Notes section helps users efficiently manage and document company interactions, ensuring timely follow-ups and organized records. For further assistance, refer to related articles or contact support.