Managing shoppers way remembering so much. Assembly results, particular requests, venture personal tastes, follow-up duties… the listing is going on. And when that knowledge lives throughout electronic mail threads, paperwork, and random notes, staying arranged turns into its personal process.
That’s why we constructed Consumer Notes. Now you’ll be able to seize and retailer shopper knowledge without delay on their particular person profiles within the Hub, protecting the entirety obtainable proper the place you’re already operating.
Notes are searchable, simple to edit, and encrypted for safety.
We’re listening and development. After we launched Website Notes that will help you arrange site-specific duties and venture main points, you requested for a similar capability on shopper profiles. Consumer Notes convey that very same energy to shopper control, supplying you with one constant approach to observe knowledge throughout your whole Hub workflow.
Right here’s how they lend a hand:
Construct a reference library for each and every shopper
Click on into any shopper profile to open the notes panel and get started recording knowledge. Whether or not you’re documenting necessities after a discovery name, monitoring ongoing requests, or protecting an inventory of shopper personal tastes, your notes keep hooked up to that individual shopper.
The integrated editor helps complete wealthy textual content formatting. Construction your notes with headings, emphasize key issues with daring or italic textual content, and come with hyperlinks to related assets or documentation.
Want to observe duties? Create checklists the place you’ll be able to mark pieces whole as you’re employed thru them. Or construct numbered and bulleted lists to arrange motion pieces and priorities.
Navigate your notes successfully
As you upload extra notes throughout other shoppers, discovering particular knowledge remains easy. Use seek to find main points immediately, pin your maximum referenced notes to seem first, and mark favorites for speedy get admission to later.
Every shopper profile helps as much as 10 notes, with each and every observe preserving as much as 5,000 characters. In case your workflow wishes extra capability, touch our reinforce workforce.
Secure via default
Consumer knowledge merits sturdy safety. Each and every observe you create is encrypted in our database, making sure delicate main points keep safe.
Select who sees what
Through default, your notes are visual simplest to you. When you need to convey workforce contributors into the loop, you’ll be able to assign them View or Edit permissions thru their function settings.
Workforce contributors will get admission to notes for shoppers they’re hooked up to. Your shoppers will be unable to view those notes at any level.
Get started organizing shopper paintings higher
Consumer Notes get rid of the want to handle separate methods for monitoring shopper main points. The whole lot lives within the Hub the place you’re already managing websites and products and services.
Check out Consumer Notes for your Hub nowadays.
Need to be informed extra about Website Notes? Take a look at our different weblog put up right here.
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