Creating internal notes
Internal notes are visible only to you and your team members. They provide the ability to add important information or context to a conversation, such as details about a client, appointments, or important updates. The client themselves do not see these notes, making them perfect for internal communication.
Instructions
- Open a conversation.
- Click on the “+” icon right of the type bar.
- Select from the pop-up menu: “Notes”.
- Select from the menu: “Internal”.
- Write down your internal note.
- Click on “Save”.
- The internal note is now visible in the conversation
Internal notes are only visible to you and your team members.