A simple management hack that can save you a lot of time:

Memo to file.

Rather than wondering:
- When the last meeting with this representative was
- What we covered exactly
- What exactly was said
- What were the next steps
- When is the next follow up

Simply write yourself an email after important meetings.

Include all the important details.

Email it to yourself.

File it in a folder.

And when you inevitably need those details again...

It's documented.

You don't have to guess, assume, or question yourself.

It's been a good habit for me.