View more short videos on CRM notes here.
The CRM module allows you to record notes on accounts. CRM notes are always for admins only - the users will NEVER see what is written there.
To get started, you need to add a CRM category. For steps to do that, click here,
Once you have added a category, you can add a note in one of two ways:
- Admin Menu - CRM: Click on "New Correspondence" to add a new note.
- From the inside of an account, click on "Add A Correspondence" in the Actions menu.
Either way, you'll get taken to the "Add New Correspondence" page:
- Title - The reason for the CRM.
- Category - The CRM category this is to be added to.
- Account - The account this is about. If you are adding this from within an account, this will automatically be filled in.
- About Specific Person - If you are adding a note about a specific person on an account, you can enter that here.
- Notes - Anything you want to add about a conversation, follow up task, or anything else.
- Follow up - If you check "Setup a Follow up," then you can specify a person to be notified and a date and time for them to be notified. When you have a CRM that requires follow up, you will get an email and see an alert in the Admin Menu.
To see any CRM notes that require follow up, go to Admin Menu - CRM. Anything that needs to be followed up will be on the top of the page:
You can click "Follow Up Now" to mark the note as followed up, or leave it to follow up on later.