Notes in your database are almost as important, if not MORE important, than your contacts themselves. Being able to note who you talked to, when you talked to them, and what you talked about could prove invaluable if you need to go back and look at the history of your conversations.
This recorded webinar touches on all the ways that Notes can be added in your CRM, as well as some of the latest features for notes and how to report on them as well.
Does something in the video look different than your screen? Redtail's Development team is continually releasing updates to the Tailwag CRM. See this post for the most up to date descriptions of new features and recent issue fixes. For recorded videos that overview CRM system updates, click here.