1. Include everything you need to - the who, what, where, when, why and how - so that if you were to look at the note years later, it would make sense. 2. Write the note as soon as the event happens.

Rocket CRM has announced an expanded focus on its marketing automation system, highlighting the increasing importance of streamlined communication, structured customer engagement, and data-supported ...

Rocket CRM has announced an expanded focus on its Missed Call Text Back feature, highlighting its role in addressing communication gaps that occur when inbound calls go unanswered. As organizations ...