Keep Your Records Together With Notes and Tags

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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