Adding Notes
Is the thought of losing notes scary? Or do you wish to add customer specific notes that cannot be altered or deleted? We have a perfect solution. So let’s find out, how to grow your business without forgetting the baby steps.
You can add notes to:
- Contacts
- Sales
- Tickets
- Tasks and Follow up Calls
To Create Notes for a Contact
- In the customer/contact profile, click on the “Notes” tab.
- Fill in the details and click “Add Note”.
Similarly, you can add notes to your sales and support tickets.
To Create Notes for Follow-up Calls
- Click on the Activities icon on the left navigation bar and select ‘Call’.
- Click on the Edit icon on the call to which you want to add notes.
- Enter the note in the notes field and click ‘Update’ to save the details.
