We have started to use actions to plan for an upcoming campaign. I am wondering where others have entered notes concerning the action (email, coffee, lunch, sending a personal note)? Do you enter the note in the note section of the action, under the Notes tab, or both? We are struggling with making a...

I am searching for information on how someone has set up a procedure for true category justifications and descriptions. We have had various people at various times entering items in "campaigns" for example that obviously do not belong there by today's definition of a campain. The same is...