CRM notes allow you to document the history of interactions with the client — phone calls, meetings, agreements, observations.
Title
The title of the note — a brief description of the subject (e.g. “Conversation with the director”, “Meeting at the client’s office”).
Content
The full content of the note. Description of the conversation, agreements, conclusions. You can use formatting.
Note date
The date when the event described in the note took place. It may differ from the date the note was created in the system.