Utilizing the "Add to Notes"

Elevate your customer relationship management with this detailed guide on effectively using the "Add to Notes" feature in Aesthetix. This article delves into the importance of maintaining comprehensive records and how adding notes can enhance your understanding of customer interactions. Learn practical tips for documenting key conversations, tracking important follow-ups, and sharing insights with your team. Ideal for CRM users and sales professionals, this guide will help you leverage the "Add to Notes" functionality to foster stronger relationships, improve communication, and ensure no detail is overlooked in your customer engagements.

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1. First, click on "Marketing"

2. Next up, click on "Workflows".

3. After, click on "Create Workflow".

4. Afterwards, click on "Start from Scratch".

5. After that, add desired action.

6. After that, click on "Add to notes".

7. Once that's done, input action name.

8. Note

9. " Custom Values "

10. " Trigger Links "

11. " Undo and Redo "

12. To conclude, click on "Save Action".

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