Skip to content
HammerUp

Create Customer Notes

Customer notes help you keep track of important information about your contacts - from conversation notes to preferences and special agreements.

Create New Note

Section titled “Create New Note”

Open a contact and click on + New Note in the Customer Notes section.

Create new note

Fill and Save Note

Section titled “Fill and Save Note”

Enter your note and click Save (Ctrl+Enter).

Fill note

The form offers:

  • Type selection (Call, Email, Meeting, General)
  • Timestamp (automatically set)
  • Text field for the note content

Saved Note

Section titled “Saved Note”

The note now appears in the list and is visible to all team members.

Saved note

Next Steps

Section titled “Next Steps”