Best Practices

Jonathan Schwalie
Jonathan Schwalie Member Posts: 1
edited July 2022 in Sales CRM #1

Hello everyone,

I'm curious about the best way to handle recording notes and activities when dealing with B2B!  There are deals, organizations, and contacts that I'm able to leave such notes and activities under.  

Something I've learned is that leaving a note under 'deal' will replicate under all three (deal, org. contact) - leaving a note under an organization will only replicate under the organization, and leaving a note under 'contact' will replicate under said contact and their respective organization.

Any tips on how to manage this?  To me, I would prefer to see all interactions under the 'deal' so I can follow along with every activity that's happened in one place.  At the same time, I feel remembering every single activity may be a bit much and that just major milestones/events & activities is what's necessary here.