Tired of losing your notes that you scribbled on a piece of paper?
Try using our quick add conversation feature.
Steps on how to use the quick add conversation feature.
- Select out the customer
- Select out the employee that should do the follow up with the client.
- Fill in the note field that the conversation was about i.e “client will settle his outstanding balance at the end of the week” or “the customer wants more info about the product XYZ”
- Save & Close when you completed all the relevant capturing.
Please click on the links below for more information about conversations.
The “Followup Popup” box is a local setting and will need to be ticked on each computer where Smart iT needs to remind you of outstanding conversations.