Knowledgebase
Why would I want to add a note to my referrals?
Posted by on 03 October 2013 06:37 PM
Why would I want to add a note to my referrals?

There can be many reason to add notes onto your referrals. Some of the top reasons are:
Keeping track of when you contacted your referrals.
Having a record of your referrals questions.
Helping you remember your referral’s preferred contact times and methods.
Writing personal notes to help you recall your last conversation.

There can be many other reasons to keep notes as well. Feel free to experiment with the notes feature to see how it can fit your needs best.

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