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Account Tasks and Notes

Account Tasks and Notes

The last two tabs in an account are Tasks and Notes. Along with actions, tasks and notes comprise your to-do list, and the “how” or “why” of the actions you take.

Account Tasks
Creating a Task
Account Notes
Create New Note
Quick Note
Key Player / Contact Conversation Notes
Action Notes
Task Notes
Using a Note (or SWOT Item) to Create a Task, Action, or Goal
Notes Reports

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