Documenting what you do is as important as doing what you do. How do you know what to do next if you don't know what was done previously? Memory is not really a good option.
Accordingly, our Account Notes section is very robust and flexible - providing the ability to quickly document phone calls, demos, meetings, as well as any other interactions you may have with prospects and clients. Moreover, as opposed to other CRM's - your documentation is found all in one easily accessible central location.
Individual notes can be maintained in a blog-style format, by adding entries with user/date stamps, providing a clear sequence of events as they transpire.
Notes can be easily reviewed by a variety of sorts and filters - including Next Action Dates, Origin Dates, Responsibilities, User-Defined Note Tags, and Contacts, among other identifiers.
Using these same sorts and filters, the pre-built Account Notes Report will aggregate similar notes across accounts on the system - providing a comprehensive, company-wide views of Sales, Account Management, Operations and much more...