How do I add Notes to a buyer conversation?

Created April 19, 2019
Modified February 7, 2020
Author indiamart
Category Notes and Replies

This feature allows you to save all the relevant information of a buyer at one place. You can add a note during a conversation with the buyer so that you remember the details of your last discussion with him/her.

Under Lead Manager open the chat window of the contact you wish to add a note for
Click on ‘Add Notes’ icon
Enter your comments or notes
Click ‘Add’ and your note will be added
Please note that the added note will be visible to you only.