Record what you actually observed
Separate what the author said from your interpretation. If budget or need is unclear, record a question to verify instead of turning it into an asserted customer fact.
- Each lead supports up to 2,000 characters of notes.
- Use up to 10 tags of 40 characters each.
- Keep the source link available for checking changes.
Due means it is time to review
Choose a follow-up time and use the due filter in the Inbox. This organises your work; the extension does not automatically message anyone, create Calendar events, or send a reminder for each follow-up.
- Recheck context before responding, especially in older discussions.
- Update the stage and date after handling the item.
- When syncing, lead revisions reveal changes from another device.
