How to Use the Note Section on a Customer Profile Card
This article will walk you through how to add, edit, and manage notes on a customer's profile to ensure important details are captured and shared with your team.
Step 1: Navigate to the "Add Note" Section
- Open a customer profile.
- To begin, find the "Add Note" button.
- This button is located in the top right corner of the customer profile.
Step 2: Create a New Note
- Click on the Add Note button.
- A form will appear where you can add any relevant information you'd like to share about this customer, adding the team member's name can be useful if the note if for a particular person.
- For example, a note could be something like: "called and he mentioned he was busy and to call tomorrow at 10:00 a.m.".
Step 3: Save or Regenerate the Note
- Once you have written the note, you have two options:
- Regenerate the note: You can click the Regenerate notes below the text box. This feature allows you to "brain dump" your thoughts, and Sophie will then rewrite the note to make it more concise and easier for your team members to understand.
- Save the note: Click Save to save the note as it is.
Step 4: View the Note in the Activity Feed
- Once the note is created, it will be visible at the top right of the profile, along with the date it was added and which team member added the note to the customer.
Step 5: Manage Existing Notes
- You can manage your notes directly from the profile.
- You have the option to edit or delete the note by hovering over the note and a pencil (edit) or trashcan (delete) icon will appear.
- Additionally, you can click on the option to view all notes to see a complete history.