Rocket CRM Outlines the Role of Missed Call Text Back Systems in Structured Business Communication

Los Angeles, California - February 09, 2026 - PRESSADVANTAGE - Rocket CRM has released an announcement outlining the ...
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Lack of regulation on CRM note-taking can put advisers in sticky software scenarios

1. Include everything you need to - the who, what, where, when, why and how - so that if you were to look at the note years later, it would make sense. 2. Write the note as soon as the event happens.