How to Take Control of Your Notes in HighLevel for Better Client Management
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Learn how to take control of your notes to stay organized and efficiently manage your leads, customers, and companies. This video covers three main areas: contacts, companies, and opportunities, demonstrating step-by-step how to add, filter, and search notes in each section. Perfect for marketing agencies looking to streamline their sales process.
00:00 Introduction and Overview
00:22 Managing Notes Under Contacts
00:43 Managing Notes Under Companies
01:26 Managing Notes Under Opportunities
02:50 Conclusion and Final Tips
For a 14-day free trial, click http://gohighlevel.com/army-offer
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For more information, be sure to check out the related help doc at https://help.gohighlevel.com/en/support/solutions/articles/155000004555-efficiently-using-highlevel-notes-for-managing-contacts-opportunities-and-company-records
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Want someone from the team to walk you through it? Click here https://speakwith.us/success