We’re all about supporting our wonderful Batchbook users and helping them get the most out of their Batchbook accounts. We also realize that for a lot of folks, starting a new year is a logical time to make resolutions and changes. At its core, Batchbook is a tool for organization and we want to do our part to help you use your Batchbook accounts to the fullest.
We think our screencasts and webinars do a great job of giving you an overview of the features and functionality of Batchbook. We send welcome emails and provide introductions and tips right in the application to get you started and get you on your way to productivity.
We’ve also shared a lot of tips and tricks here that might be useful to bring together in one place as we all prepare for the new year. Want to get more organized with Batchbook? Follow these steps and you’ll enter in a whole new realm of organization and productivity.
Tips & Tricks for an organized New Year
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Tags: comments, communications, rss, supertags, tags
We like to think that we make BatchBook flexible enough to meet just about any team or group’s workflow. Sometimes though the flexibility and open nature can leave people wondering how to best take advantage of the features and functions that we provide. One common question we get in the Customer Experience group is people wanting to know how they should be using Notes, Communications and Comments.
While there are no hard or fast rules on how they should be used as each person sets up their account differently, I wanted to share with you how I see them being used in most instances.
I see the Notes area as being the place for the information you need to just keep in mind at a glance when looking at a contact record. I’m getting ready to call them but I need to be reminded how to pronounce their name, or I need to be sure not to call on a Tuesday morning, etc. If nothing else, I know I need to look at the notes before taking any action with this contact.
Comments are more of a collaborative or running commentary about the contact that is visible to your whole team. Some folks will include general info, a link to a relevant article about the company, items that are useful to you and your team in relation to that contact. For example, if a colleague were to see that a vendor you managed added a new product line they could add that in the comments so that when you logged in you would see that information and act accordingly.
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Tags: comments, communications, notes
