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Raichel.aiAdding extra information is always beneficial, it allows you to ensure everyone on the team is on the same page, requests are met and special instructions are respected. Appointments are one of the key places where those notes are needed, and we are happy to announce now you can add them directly! Let’s look into how they work.
Raichel.aiMaking sure everyone on your team has the information and knowledge they need is essential. To support this, we’re excited to introduce Workflow Notes, a new feature designed to improve information sharing within Workflows!
Raichel.aiImagine you run a small marketing agency, and a client is associated with multiple contacts. With the Company Notes Overview, you can now access all communication history, track progress, and collaborate seamlessly on marketing strategies, ultimately improving client relationships and campaign effectiveness.
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