Many Act users put every piece of information into Notes, but that can make follow-up and reporting more difficult. Tony explains when a Note is appropriate and why activities and histories are often better choices for calls, emails, meetings, and other interactions.
Choose the Right Place for Each Type of Information
Notes are useful for information that remains relevant over time. Histories document what already happened, while activities identify what needs to happen next.
Key Takeaways
- Use Notes for lasting background information.
- Use Histories to document completed interactions.
- Use Activities to schedule the next follow-up.
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