tl;dr - showing your work is important, but knowing what happened last time you talked to a customer is even more important. Team Activity will ensure everything that's happening is there to remind you.
Team Activity - The Proof behind the Profit
Does regulalry visiting accounts lead to more sales...it's one thing to guess and something else entirely to see and know.
How to Log Your Notes
Two ways to log an activity: (1) From your To Do; (2) Directly from Team Activities.
From the To Do
If you "Complete To Do" - it will remove the To Do
Directly from Team Activity
You can add a note to a Customer card without a To Do by clicking on Add Team Activity.
Available on the Mobile Apps
Click on Activity -> Click "+" and choose Activity
