Adding notes to customer profile
Adding internal notes to a customer's profile
1. Click "Contacts"
2. Choose the contact or create a "New" Contact
3. Click "Internal Notes"
4. Click here and type in your notes.
5. Click here to save.
1. Click "Contacts"
2. Choose the contact or create a "New" Contact
3. Click "Internal Notes"
4. Click here and type in your notes.
5. Click here to save.