How do I note a call or a note on a customer?

Open the customer's profile and use Add a note or log a call. Pick the kind (Note, Call, WhatsApp, SMS, Email or Meeting), choose what happened or write what was discussed, and press Save. It goes into the customer's history for the whole team to see.

Where to find it

Admin › CRM › Customers › Customers, open a customer, then Add a note or log a call.

You need CRM — work with customers. Admin, Manager, Supervisor and Moderator get it with their role. A Store Manager or Seller can be given it.

Step by step

1. Open the customer's profile.
2. In Add a note or log a call, pick the kind: Note, Call, WhatsApp, SMS, Email or Meeting.
3. Pick What happened? if it fits: Reached, No answer, Busy, Wrong number, Call back later, Interested, Not interested or Order confirmed.
4. Write what was discussed in the box (optional when you picked what happened).
5. To be reminded, set Remind me to follow up to a date and time, and add a short reminder text if you like.
6. Press Save. You see "Saved to the customer's history."

Good to know

• Write something or pick an outcome. One of the two is needed.
• Last contacted. A Call, WhatsApp, SMS, Email or Meeting marks the customer as contacted now. A Note does not.
• The reminder becomes a follow-up task. It goes to the staff member in Looked after by, or to you if nobody is set. With no reminder text it is called "Follow up with" and the customer's name.
• The Call button only dials. Pressing Call at the top opens your phone's dialler. Log the call afterwards with the steps above.
• Notes can be up to 5,000 characters.
• The 10 latest notes and calls of the whole store also show on the CRM overview.

Common problems

• "Write a note or choose what happened." Both were empty. Write a line or pick an outcome.
• You wrote a note on the wrong customer. Press remove next to it in the History and confirm. You can remove your own notes. The store owner can remove anyone's.
• There is no Add a note box. The login has only CRM — see customers. Add CRM — work with customers in Users & logins.

Related

• What is on a customer's profile?
• How do I set follow-up tasks for customers?
• How do I tag customers?
• Who can see and work with customers?