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Dimension CRM Support

What type of information is best to store in the notes field?

The notes field is the best place to write comments about how your relationship is progressing with the contact. 

Ideally, you should make an entry into the notes field against the contact's record after every interaction. 

Be as detailed as you can in writing notes so that in your absence, someone else can easily pick up your workload and know exactly what expectations you've setup with the contact.