There are two pages where you can create a CRM Note:
- Customers > Manage Customers and Orders > New Orders
Your first option is to use the same search and ordering menu that you use for your regular operations. This page can be reached from under both the Customers and Orders menu options. (This is because both customer search and order placement can be done on the same page.)
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Search for a customer (You can use filters like country or ZIP to help narrow down your search and locate your customer.)
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You'll see a little clipboard (
) icon and a triangle (
). Click the clipboard to create a new note.
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Customers > CRM Notes
Your second option is to use the CRM Notes page under Customer > CRM Notes. This colourful page is best for managing and following up with CRM notes once you've already created at least one CRM Note for a customer using the first method above. Using this method, you would mainly create a new CRM note once you're done with the previous one.
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Search for CRM Notes. (You can filter by Status, Action, and Variable, or by the Sales Rep that your notes are assigned to)
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Find the note that you would like to mark as complete. Click the little red X icon.
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You'll see a popup asking if you would like to just mark your note as done or also create a new note. Pick 'Mark Done + New Note.'
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This will close the previous note and bring up the page to create a new one. (Note that if you X out of this screen, you will have closed a note without scheduling any followup.)
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