Whenever you talk to someone, email them, send them a text or interact with them on social media, use this feature to keep track.

Click on the contact name, select "Log activity," and a screen will pop up. Use the fields to specify activity type (phone call, email, drop-by, etc.), the date and time you touched base, and add useful info into Notes.

Did they ask you to follow up in a couple of months? You can schedule that call right away on the same screen.

And if you get a referral from the call? Click the "Received referral" button, and the system will automatically add the info to both contacts, so you can see who made the referral and who was referred. You can also schedule in a reminder to reach out to the referral in a timely manner – My Book will remind you.

NOTE: when you open up the "Received referral" screen, there's a "next steps" field. Remember – those are the next steps for the person that just got referred to you.