Tips for Sales Call Notes - Use a Sales Note Template

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With Close, you can use our Custom Activities feature to quickly create sales note templates for your sales team.

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 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 cayman islands telegram data 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 note-taking so that you can provide better experiences to your customers, make more sales, and supercharge your sales process.

Here’s what you want to avoid:

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.