What are Notes? How to use?
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Modified on: Fri, 27 Dec, 2024 at 10:53 AM
Notes allow you to keep track of different information about the client that you obtain during interactions with them.
On the client panel, click on the right side icon "CRM" to add a new note in the notes section.
Add the information and click on Add Note.
You can take an unlimited number of notes here. You can also delete any note from the options icon.
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