NOTES

What is the importance of adding notes?

Contrary to popular assumption, taking notes has not disappeared but rather undergone a revolution. Others may regard the term “taking notes” as ancient, yet its significance for learning is evident.

Why do you think you’ll remember the most crucial details about your customers’ bad credit report items from your chat? You may demonstrate important ideas and details in your notes that would otherwise slip your mind, and you never know when these gems of knowledge will be useful.

Adding notes demonstrates that you care and are completely engaged in the learning process and helping your customer. Taking notes is a quiet activity that reveals a lot about a person’s character, including perseverance, dedication, and attention to detail. It also shows that you are effective and don’t allow things to go between the gaps.

The good thing is that professional credit repair software has a feature wherein you can note your customers’ negative accounts.

To add notes for each account in the professional credit repair software, go to the dashboard and click the dispute manager button.

Then in the dispute manager, go to the notes section.

You can also watch the training video we have here at your covenience.

Then select an account using the dropdown option under furnisher.

After selecting an account, you can insert your note inside the text box for notes.

Once you are done, simply click the add button.

Then over here, you can see the accounts and the notes you added.

For the table, you will see the date you added the account, the furnisher, and the notes added.

You can edit the notes by clicking the pencil icon.

Delete some notes using this icon.

Taking notes helps you concentrate more, which is one of its many advantages. Making notes keeps you focused and lets you think extensively about each subject. Indeed, note-taking techniques are the ideal aid for you if you are a business owner with a lot to remember. When you take notes, you carefully consider each argument and decide what dispute strategy you will apply, strengthening your critical analysis and making your judgment more accurate. This is essential if you operate in the credit repair industry.