The purpose of making notes and using tags is for your personal reference and organization. To organize your leads, you can assign them tags such as “current role” or include a personal comment (such as “just took the role on in January – follow up in three months”) to remind yourself of important information. When you need to quickly recall a lead’s requirements, these resources are invaluable. If you have synchronized your CRM with Sales Navigator, your notes and tags will also be stored there.
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