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Keep track of dialog with clients in the NOTES section. Notes helps to keep Sales Staff flexible in the event a client stops in when their regular salesperson is out. In the event of a new hire, Notes can help a new salesperson hit the ground running, easily picking up where the prior salesperson left off. This information can be simultaneously accessed by multiple staff members around the world... at home or office.
The Notes section allows you to document important updates to the contact's information as to who updated it and when.
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