Add Notes

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

How do I add a note?

  • Open a chat window of the contact you wish to add 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.