How to Build a CRM
Founder University
00:00
Do You Need to Use Free Form Notes When in Doubt?
Free form notes should probably be used sparingly. Instead, what you want to do is think through the information and the data that you're inputting into the CRM. Have a status column that helps you understand exactly the health of these accounts. I like to do red, yellow, green because the coloring is really helpful when you're talking about this in a meeting.
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