Title here
Summary here
Call Notes
Call Notes record conversations and other touchpoints with vendors. They help teams preserve context across relationship managers and support follow-up actions.
Concepts
| Field | Meaning |
|---|---|
| Vendor | The vendor discussed in the call note. |
| Contact | The vendor contact involved. |
| Subject | A short summary of the interaction. |
| Notes | The detailed call or meeting notes. |
| Follow-up Date | The next action date, where applicable. |
How To Create a Call Note
- Open VRM -> Relationship -> Call Notes.
- Click New.
- Select the vendor and contact.
- Enter the subject, notes, and follow-up date.
- Save the call note.
Screenshot: Vendor Call Notes list view
Screenshot: New Vendor Call Note form