Today
Accounts
One page each. The point is not the record, it is the two minutes before the call.
Log a meeting
The five lines. Ninety seconds, straight after the call. I owe and Still open become tracked threads, and I learned appears in Notes without being copied.
People
Open threads
Also known
Notes of yours that mention this account. Reference only: a note is true forever, a thread is something you have to close. Promote one deliberately if it needs chasing.
Closed
Use #tag for topics and @Account when it belongs to one. Ctrl+Enter saves.
Worth seeing again
Topics
What you know about a subject, regardless of which customer it came from.
By topic
You practise the piano.
Practise the thing that pays.
One rep is ninety seconds. A real question, under a clock. Then you mark it honestly, and the ones you fumble come back sooner.
Where you are strong, and where you are not
Answer before you look at the shape. Looking first teaches you nothing.
What you said
Mark it honestly
Keep the answer if it is one you would use again.
Answer bank
The answers you marked as keepers. This is the part that outlives the job.