Recording Customer Contact History & Notes on a Sales Quote


Introduction

There will be occasions when you want to record notes about your sales quote.  These notes can be concerning conversations with a customer on the phone, copy & paste the content of an email sent or received about the sales deal you are working on, or maybe just something you want to remember about the sales quote you are working on.

Navigate to the Sales Quote Dashboard (as shown below).  Then locate the sales quote you would like to record notes.

Now click on the action menu (down arrow) on the right-hand side of the screen. For the sales quote, you wish to add notes.  You will then see a drop-down menu as shown below. 

Click on the Notes menu option. You will then see the side-draw appear from the right containing all the current sales quote notes (as shown below).

Now click on the Add Note button.

You will be then prompted to type (or copy and paste) the information you want to record against this sales quote.

 

Click on the Submit button to save your notes.

Other Features on the Notes panel

There are several tabs at the top of the notes panel; these are:

Consultant Notes: The information in this tab are the notes that you record for a sales quote (as described above in this user guide topic)
Customer Comments: These items are the comments a customer can make when viewing a sales quote (if the Discussion feature is available)
System: This tab contains system-generated information regarding the sales quote, such as when the sales quote was sent, opened, read, accepted, etc
Emails: This tab contains the email content typed when you send a quote to a customer.  This is useful as a record of your conversation at the time of emailing the sales quote to your customer.
 

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Getting Started

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