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Raichel.aiWhen you need to record internal information without notifying the contact, the best place to do so is 'Notes.' However, we saw opportunities to enhance how you find your notes and improve efficiency. So, we’re happy to introduce a few improvements that will take your collaboration and organization to the next level.
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.aiA small business owner using the CRM to manage client communications can now seamlessly add tasks and notes while engaging in conversations, ensuring all important details are documented and action items are tracked efficiently.
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