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Do you write the same notes with the same format consistently?
Do you want your sales team to follow this format?
If so, Note Templates is a great way to accomplish this. Create note templates based on standard processes, calls or operating principles in your business. Then, on each client, pull in these templates for organized and consistent note taking.
Bonus: use all your favourite template features such as Merge Tags and colleague tagging.
In this video you'll find:
00:00 - Intro
00:15 - Create and Edit Note Templates
02:52 - Using Note TEmplates
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