Skip to Content
Menu
This question has been flagged

I have a simple inquiry: In practice what is more useful or common to use when adding notes to the CRM: Internal Notes or Log Note? The advantage of using Internal Notes is that the user will have to be in Edit mode, and the View List mode, all Opportunities can be ordered by Last Updated.

Avatar
Discard

The advantage of Log Note is that the message itself can't be edited and has a user and date record.

You can also filter opportunities by Log Note time, by creating a user-defined filter where the domain is "messages > last updated On"

Related Posts Replies Views Activity
2
Aug 25
564
2
May 25
1497
1
Apr 25
1423
0
Mar 25
1455
0
Mar 25
1404