1. Include everything you need to - the who, what, where, when, why and how - so that if you were to look at the note years later, it would make sense. 2. Write the note as soon as the event happens.

HubSpot and monday Sales CRM can help your business handle leads, marketing, reporting and more. Learn how these top CRM ...

In many companies, the question of which department oversees customer relationship management is a tricky one. Marketers work with the system on a daily basis, sales has to input data on the go, and ...

ACT! CRM stands out with its long-standing reputation and adaptability to various business needs and industries. While the ...