![]() You want to easily export your leads to report on which leads have a specific activity or touchpoint. The completion of this event or touchpoint is significant enough to warrant constantly being in your lead view along with other customers. However, there are some reasons why you might consider using a custom field instead. In most cases, custom fields aren't quite as intuitive for the rep to fill out as logging the #code on the call note. Recording your activity into a date type custom field. Good examples of this would be connecting with a lead on LinkedIn, or sending your customer some swag. ![]() If your touchpoint occurs outside of Close entirely (and outside of an event you'd normally log as a call), you'll want to record your #code within a note on the lead. Use codes to classify specific types of calls When to log the #code within a note For example, reaching a gatekeeper, reaching a decision maker, giving a demo, or having an onboarding or check-in call would all be good fits for recording your #code within a call note. This is the recommended method if the touchpoint occurred while the rep was making a call. Your first option is to record the #code within a call note. Once you've defined the codes that you'll want to track, you'll want to decide next where to record the code in Close.
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