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Getting Start Guide Notes in Social CRM

What is Notes in Social CRM

Notes helps to take quick notes while chatting / during a call with a subscriber. You can take notes about a customer problems / requirements or any thing and save against each subscriber.  Possible to Attach Media Files

Creating Note

Note can be created only against a subscriber so to create a note Go to Social CRM -> Subscribers -> Select Subscriber -> Notes (Tab) as shown below

crm-notes

On Clicking “Notes” an on screen popup will open as shown below

You can Add Media Files and do the text formatting as shown below;

crm-note-saving

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