Writing Internal Notes to add Context to Conversations

You can leave internal notes in each customer's conversation and profile. 

They are useful for:

Internal notes can be deleted as opposed to text messages which can never be lost or erased.

You can also tag your teammates in internal notes.

In Conversations

  • From any open conversation, click on Internal not  in the message box. 
  • In the yellow background box, you can write a note or attach any file or image 
  • Click on Add.

  • From any ongoing conversation, click on the internal note icon at the bottom of your message box.
  • In the yellow background box, you can write a note or attach any file or image you wish to.
  • Click on Add.

In Customers

  • From any customer profile, click on All activities or Notes at the top of your screen. 
  • From the yellow background, you can write a note or attach any file or image.
  • Click on Add.
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