You can use notes for a variety of purposes, for example to record the content of a telephone conversation or to record the results of a meeting. A note does not always have to be assigned to just one person: For example, if you have a telephone conference or a meeting with several people, it makes sense to assign the note to all the people involved. Even if you send out a newsletter or invitation cards for a company anniversary, this albania telegram screening should be saved as a note for all recipients.
Finally, it is important that the contact history of each individual person contains all contact points. Instead of copying the note and pasting it into the contact history of each individual person, you can also easily create notes in your CentralStationCRM that are assigned to several people at the same time and that are therefore displayed in the contact history of each of these people. In this case, the note is saved once and linked to as many people as you like. If you edit or delete the note, this would be applied to all people accordingly.
To assign a note to many people at the same time, select all the people to whom the note should be assigned in the person overview, click on “Actions” and write the note.