Make notes now and edit later

When you’re on the go, it can be tempting to save data entry for when you have more time. Instead of leaving a note at the end of the day when you’ve forgotten parts of your meeting or call, enter a note into your CRM immediately and edit the note later. This will not only make sure that you always enter notes when conversations are fresh in your mind, but that you’ll review your comments and thoughts at the end of the day.

Enter the note

On your computer

Making a lot of calls from your desk and don’t have time to type up full notes? Go to the contact’s record in your CRM; if you received an email reminder for the call or meeting, click on the contact’s name there. You can type a quick note under the History section, leaving the key information you gleaned from the call including any dates, numbers, or changes you might forget later. Make sure to hit “Save note” when you’re done!

On your phone

Running around all day and don’t have time to sit in front of your computer to leave a note in your CRM? Enter an audio note.

Edit the note

When you have more time, open up your Activity report. Filter by assigned user to view only your activity, then filter by activity type and select “Notes.”

You’ll see all of your most recent notes at the top of the report. Mouse over a note and select “Edit note” just below to edit the note, including fixing typos and completing thoughts. Be sure to save to make sure your updates are preserved.

Be sure to click on each contact’s name as well so that you can check their profile and make sure you scheduled any necessary follow up tasks, added any events, or updated any contact information according to your notes.