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
Best answer by Taylor Tarpley
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Hi
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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