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.

Rocket CRM has announced developments in its marketing automation capabilities, reflecting broader trends in how ...

Rocket CRM has announced an expanded focus on its marketing automation system, highlighting the increasing importance of streamlined communication, structured customer engagement, and data-supported ...

Workbooks CRM is an impressive all-in-one solution that combines robust functionality with ease of use and affordability. Its ...