Using Notes for Customers

Notes are for keeping you and your team up-to-date on specific customers.

baseline-note_add-24px Customer Notes

  1. Go to the Customers tab and find the customer you wish to leave a note on
  2. Click the 'View' button
  3. Click the 'Add Note' button and enter details
  4. Click the 'Submit' button

Screen Shot 2019-08-13 at 3.28.13 PM

See notes anytime you View the customer in the Customers tab. They will also appear in your dashboard Updates Feed (see below).


Note: Customer notes are confidential to your account and cannot be sent to customers.