As you keep track of your correspondence it can be tricky to remember with whom, when and where you discussed certain things. Note Categories can help you organize and track specific types of communication. You can add as many Categories as you want to organize the Notes you write on your Leads, Contacts and Deals.
Note Categories also run a powerful activity report that will help you answer questions like: How many calls were made this month? Last Month? How many Appointments has my sales rep Kevin conducted?
Here are several ways Note Categories are used to help companies capture unique data related to their business development correspondence.
Once you activate Note Categories you will be prompted to select one when you write Notes for your Leads, Contacts and Deals.
