Adding a customer note to a customer’s profile can help you and your sales team keep track of a customer’s order/quote preferences, your previous and upcoming meetings with them, follow-ups, or any other information that you think is important.
Customer notes only appear on the customer’s profile and not on orders or quotes. Customers are therefore not able to see these notes.
Your sales reps should preferably use the apps to manage your customer notes, however, we’ve also added the same functionality to the web console just in case you do not have access to the app and you need to update the customer record. Here’s how you manage customer notes in the web console:
- Log in to the Onsight web console at https://sales.onsightapp.com/.
- Click on ‘Customers’ from the left-hand side menu.
- You will see a list of all of your customers.
- Select a customer from the list provided.
- Click the ‘Edit’ button.
- To add or edit a customer note, click on the ‘Notes’ tab and type your message in the field provided.
- To delete a customer note, remove all the text from that field.
- Click the ‘Save’ button.
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