Everything About Notes (Recorded Webinar)

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.


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