Leaving notes for your customers is very very important to the exceptional experience we want to offer our customers. We work as a team so we must leave these notes so our teammates can run with the ball when needed.
Click on Contacts
In search contacts, you will search for the contact you are working with. Click on the contact and the contact will open up.
If the contact is not there, you will need to add them.
Leave a note in the field of what you talked about. Add any info someone else might need, and what you might forget.