Devoted to Note It
Most everyone has heard the
saying “the proof is in the pudding.”
And that is true for your account
notes. If you have made contact with
a customer, it is important to make
note of it in the customer’s account.
Anyone else who enters the
account, should have a quick reference
of the customer’s status and follow-up
performed with that customer.
So let your hard work be seen
and document your follow-up in
account notes!
If it is not documented, its’ as if it did not happen.
What Must Be Documented in
Account Notes?
Customer Contacts
Documents Printed
Follow up on Approvals
Scheduled Delivery Dates
Splits
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