See menu: Resources > Contacts

We have expanded the notes function under contacts with additional fields and a search page to quickly see contact activities.

New Fields

We added the following new fields:

• Start date – Date of when activity was started with contact. Default set to: current date
• Start time – Time of when activity was started with contact. Default set to: current date
• End date – Date of when activity ended with contact. Default set to: current date
• End Time – Time of when activity ended with contact. Default set to: current date
• Start Status – Status of contact when activity was started. Default set to: blank or none.
• End Status – Status of contact when activity was ended, may also be used as outcome. Default set to: blank or none.

The new fields serve to help you keep a detailed journal for each contact and you may track outcome.

Uses

You may use these new fields for:

• Telemarketing
• Recording important conversations
• Track prospect to customer relations

Reporting

Currently there is a new section labeled: Contact Notes where you may search through all notes. We will soon be releasing a performance report to be further useful in creating summary reports.