Here’s what you want to avoid:

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All you have to do to access this feature is navigate to the "Settings" tab, then click "Custom Activities" from the menu. Once this is completed, you click "+ New Custom Activity," name it, and then click "Save." There are other options from that point forward, but that's the gist of it.

Whether you use Close or not, you should definitely use templates to simplify sales note-taking. Doing so will help ensure you actually do it, and that your notes are usable.

6 Tips for Sales Call Notes - Use a Sales Note Template
Final Thoughts: Avoid These Sales Note Mistakes
Sales reps often learn the importance of good sales notes through bad experiences.

Like when a customer gets mad because they're forced to answer the same question over and over again. Or when you ask a colleague about a call and they can't remember it.

Don’t make these mistakes. Build a habit of effective thailand telegram data note-taking so that you can provide better experiences to your customers, make more sales, and supercharge your sales process.


Mistake #1: You don’t take any notes. Obviously, this is the worst thing you can do when it comes to call notes. Start strong and finish strong—that way, you won’t forget essential follow-up tasks, and you’ll show respect for the time your prospects have given you.
Mistake #2: You take way too many notes. Might seem strange, but too many notes can be just as bad as no notes at all. The problem with taking too many notes is that you’re left with a mountain of text to sort through (and let’s face it, you probably won’t). Which leads us to our next mistake…
Mistake #3: You never go back and look at your notes. You made the effort to create call notes for a reason. Going back to check those notes before your next call or using those notes as reminders for follow-up tasks is essential to getting the most out of your notes. Don’t let that hard work go to waste!
Of course, if you’re struggling with taking consistent sales notes, don’t worry! It happens to even the best salespeople. And that’s why automated note-taking apps have come onto the market (and become so popular!).