Client notes that stay with the client
Call notes and decisions kept with the account they're about, not buried in someone's personal notebook
Overview
A decision made on a call is only useful if the next person who needs it can find it. Keep notes with the client or account they belong to, shared with the team, instead of locked in whoever took the call's own notebook.
Key benefits
Anyone on the team can pick up where you left off
Nothing lost when the person who took the call is out
Searchable, not buried in a personal notebook
One history per client, not one per teammate
How to get started
Create a note for the client or account
Log the call or decision as it happens
Share it with the rest of the team
Find it again in seconds next time
App information
Related use cases
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