Internal Notes Guide | Add Private Team Notes in CRM
Internal Notes
What are they?
An internal text space allowing documentation of directions and important information away from the customer’s eyes.
Why?
To ensure service continuity and information sharing among employees with complete privacy.
How?
Through the sidebar notes icon inside the chat panel.
Execution Steps
1. Select Chat
Go into Team Inbox and open the chat where you want to add a note.
2. Notes Icon
In the right sidebar, click on the pencil “Notes” icon.
3. Document & Save
Write your note and save it so team members can see it immediately inside the customer’s record.
Talk to Media SaleX AI Assistant
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