Customers
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      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.