Your CRM is only as good as the information you put into it, and some of the most valuable information you have is tied directly to your Notes. Notes are to be recorded when something HAS happened. We had a phone call. We had a meeting. We did a task. Note. Note. Note.
Watch this recorded webinar to learn some of the best ways to approach note taking and recording by looking into activity and note types & categories, activity and note reporting, as well as value examples and Best Practices.
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Click the link below for more information on each of the features covered in the video:
00:52 - Notes
01:21 - Manage Database Lists
01:45 - Activity Type
02:33 - Categories
06:20 - Contact Overview - Notes
07:55 - Notes By Contact Report
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.