Using notes

Let’s talk about why jotting down notes in your CRM is an absolute game-changer. First off, they are like your trusty memory bank, holding all the nitty-gritty details of your interactions and connections. This means you’re not just shooting in the dark; you’re armed with insights into what makes each person tick, helping you tailor your approach to their needs and preferences like a pro.

But wait, there’s more! Notes are not just for your eyes only; they are the secret sauce for team synergy. When you’re all on the same page with updates, insights, and to-dos neatly documented, you can bet your bottom dollar that your customer service will be smoother than silk, no matter who’s handling it.

How to do it…

To manually intervene and assist contacts in advancing through your funnel, start by identifying key touchpoints where human interaction may be needed. Knowing when you need to act is critical to successfully keeping...