What is Notes / Call Logs?
Notes and Call Logs are records within a CRM that capture details from conversations, meetings, or phone calls with leads or clients. They help maintain context, track interactions, and support effective follow-up.
Table of Contents
Full Definition
Well-kept notes provide valuable context for sales and support teams.
They enable continuity if team members change.
Call logs track communication frequency and quality.
Examples
Preserves conversation details
Enhances team collaboration
Supports informed follow-ups
Benefits
Inconsistent note-taking reduces effectiveness
Overly verbose notes can be hard to parse
Requires discipline from users
Common Mistakes
Establish guidelines for concise, relevant notes.
Use templates to standardize call logging.
Conclusion
Accurate notes and call logs are critical for building strong customer relationships.