Learn how to easily view and manage notes within Aesthetix CRM. This article covers step-by-step instructions to access, review, and utilize notes to enhance your customer relationship management process effectively.
1. To begin, Click on "Pipelines".
2. Click the icon to view notes on the desired opportunity card.
3. Click on "+ Add Note".
4. Enter your note in the provided field.
5. Click "Add Notes" to save your note.
6. A confirmation message will indicate that the note has been successfully added.
7. Click the icon to edit notes.
8. Add or change the notes as needed.
9. Click "Update" to save your changes.
10. Click the icon to delete notes.
11. A confirmation message will indicate that the notes have been successfully deleted.