Taking time to search though stacks of notes detracts from the efficiency of your workflow. Below are three suggestions on how to best organize your notes!
Organize by Account
Have a folder specifically for account notes.
Organize by month or date
Have a folder created for the year with child notes for each month.
Organize by Territory
Have a folder for each territory you are responsible for. Add child notes for each of the accounts or opportunities in said territory
Here's how this could look for you!
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