Notes keep a running history on a customer, so your whole team can see what has been said and agreed. Here is how to add one.
From the menu open Customers and choose Customer List, then click the customer to open their record.
Open the Notes tab on the customer record.
Add a title if you want, then type your note in the editor.
Save the note.
Your note appears in the list with your name and the date. Use the Today, Weekly and Monthly tabs to filter.
Tip: Keep notes on calls and agreements so nothing depends on one person's memory.
With notes in place, you can keep the rest of the customer record up to date and stay on top of their account.
Book a quick demo and we will walk you through managing your customers and keeping their history in one place.