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Is there a way to updating customer profiles with comments and notes?

  • 11 August 2022
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Hi - Can anyone tell me how I add notes to a customer profile. For example a B2B customer with whom I have spoken, I wish to add a short note about when spoken to and actions.

 

Many thanks

 

 

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Best answer by Taylor Tarpley 11 August 2022, 16:04

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Hi @Game On

 

Thanks for sharing your question with us! Great question! 

 

While we don't have an option to insert notes directly to a profiles, we can integrate with some of the CRM platforms. I’d take a look  through these integration options to see if we can integrate with the one you’re currently using or any company you might be interested in using for this!

 

Thanks for participating in the Community!

-Taylor 

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