Find our practical guide to adding a note to your client records in a few simple steps.
Step 1: Access the Contacts Section
Once logged into the Centiva CRM application, you will be directed to the dashboard. In the left-hand menu, navigate to the contacts page by clicking on "Contacts".
Step 2: Navigate to the "Notes" Tab
On the client details page, locate the "Notes" tab. Click on it to open the section where all notes related to this client are displayed.
Step 3: Add a New Note
At the top of the notes section, click on the "Add a note" button to start writing a new note.
Once in the note editor, write your message regarding this client. Make sure to provide all relevant and accurate information.
After writing your note, click on the "Create note" button.
Step 4: Verify and Manage Your Notes
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Verify the information: After saving the note, ensure it appears correctly in the client's notes section. You should be able to see the note you just added with the date and time of creation.
By following these steps, you should be able to easily add notes to track and organize interactions with your clients in Centiva CRM. Ensure your notes are clear, concise, and informative for effective future reference. Use notes to document important interactions, specific information, and project details.
You can also add a note from the client card on the "Opportunities" page.