Keep the need and its context
A useful record explains what the customer wants to change and why the issue matters now. Requirements, constraints and the decision process may all be relevant.
There is no need to transcribe the entire meeting. Distinguish confirmed information from the salesperson's assumptions. “A new branch is planned” means something different from “the business will probably expand”.
Connect an agreement with an action
If an offer was agreed, record its scope and owner. If the customer will provide data, establish the expected timing and who will follow up.
Do not bury the action in a long paragraph. A separate task with an owner and date is easier to track than repeatedly rereading the whole account history.
Read the note as a colleague covering the account
Could another person continue the discussion from this record? They should understand the need, the latest agreement and the next step. If they must call the author, important knowledge remains outside the shared record.
For a team leader, such notes support service continuity. CRM retains contact history; its usefulness depends on recording information that enables the next action.