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Companies - Notes

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.

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