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Hi Team, Can we have a templated formated for NOTES when you go to a DEALS/CONTACTS and click on CREATE NOTE, so that when a use comes and clicks on it, he/she just needs to fill in the information. for example like below:
Spoken to(mother/father):
Talked about: (student name, or if you can write under the DEAL NOTES then not needed):
Content or details of discussions in main pointer format(try to write in keywords format-for example Mother inquired about the Refund policy, or clarified about auto-renewal or Conveyed one-time discount):
Next action if any followed by a TASK(if required):
Any step that you will take next:
Any important details other than the above (that need the next person who is the owner to look at):
This way a lot of time shall be saved and all important info can be put into the NOTES, THNX Waiting for a revert for help on this or an action