Best Practices: Taking & Keeping Notes

Best Practices  | Notes


Have you ever been out of office and needed to make a call, only to realize the prospect's number is on a sticky note at your desk? Maybe it's time to reorganize.

In this best practices video, VP of Sales, Kat Ternes, walks you through 3 practices to take better notes and increase office productivity:

  • Keep clean organized electronic notes
  • Make sure you have access to notes anywhere any time
  • Make sure your team has access to pertinent notes

For more best practice tips, keep an eye on our blog.