search

Adding Internal Notes

Keep track of conversations, decisions, and important details with internal notes.

hashtag
What Are Internal Notes?

Internal notes are private comments that:

  • Only admin users can see

  • Are never visible to customers

  • Help you remember important details

  • Allow team members to share information

hashtag
Adding Notes to Enquiries

  1. Open an enquiry submission

  2. Click the Status & Notes tab

  3. Find the Internal Notes field

  4. Type your note

  5. Click Save

hashtag
Adding Notes to Quotations

  1. Open a quotation submission

  2. Find the Internal Notes field

  3. Type your note

  4. Click Save

Internal notes field

hashtag
What to Include in Notes

Good things to note:

  • Phone call summaries

  • Customer preferences mentioned in conversation

  • Reasons for pricing decisions

  • Site visit observations

  • Follow-up reminders

  • Why a quote was won or lost

  • Special requests or concerns

Example notes:

hashtag
Best Practices

hashtag
Date Your Notes

Start each note with the date so you can track the timeline:

hashtag
Be Specific

Instead of "Talked to customer," write:

hashtag
Keep It Professional

Notes may be seen by colleagues. Write clearly and professionally.

hashtag
Update Regularly

Add notes after every significant interaction, not just at the end.

hashtag
Tips

  • Note immediately - Details are easier to remember right after a conversation

  • Include action items - "Need to send quote by Friday"

  • Record customer preferences - Helps personalize future interactions

  • Note objections - Understanding concerns helps address them

  • Capture why deals are lost - Invaluable for improving your service

PreviousManaging Quotation Status

Last updated