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Palm OS: Saving Notes on Contacts

In this edition we cover ways to add notes to contacts. This can be very valuable as you capture information on prospects and customers. Rather than just capturing the normal contact information you can add notes to the contact record to help you remember details about the prospect. For example, you may capture information about the individual that helps you build a relationship of trust such as hobbies, occupation, children's names, etc. You may also want to note information that will help you work the right deal such as information about the vehicle they are currently in, what vehicles they are considering for purchase and why, what payment they can afford, etc. You may also want to make any other notes that simply help you remember your conversation with the prospect.  

• While entering or editing a contact record, tap on the Note button at the bottom of the screen.

• A blank text screen will appear.  Add the text of your note as needed.

• When your note is complete tap the Done button at the bottom of the screen.

• When all other details are entered for the contact tap Done on the edit screen.

• To view a previously saved note, tap the note icon on the contact list screen or    

   open the contact for editing and tap the Note button.

Keeping and saving notes is simple with a PDA and can make a big difference in closing more deals with happy, satisfied customers.