Exsalerate prompts you to set a follow-up activity to progress the lead/opportunity through the stages/phases of your sales pipeline.

When you complete an activity in Exsalerate you will see this option:

The follow-up activity window now contains the notes from the previous activity for easy reference.

The note history continues to carry through to the next activity if you click done & create a follow-up activity.

If you are sending emails via the Gmail add-in you will see this:

In Outlook add-in you will see this:

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