Before you begin
Sign in to your workspace in another tab. Use a test contact or low-risk example whenever the guide asks you to check a customer-facing step.
Where to find it
Follow this path in your workspace
Contacts → Contact Record → Notes & Tasks
Step by step
- 01
Open the relevant contact or opportunity before recording context.
- 02
Add a concise note with the decision, reason and next step.
- 03
Create a task when action is required and assign a single owner.
- 04
Set a realistic due date and add enough detail for another teammate to complete it.
- 05
Close the task only after the result is recorded.
TalkTuit tips
Small details that make this work better
- Notes explain; tasks create accountability.
- Avoid copying sensitive information into free-text notes.
- Use consistent task titles so lists are easy to scan.
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