Case History Tracking
Case history plays important role while interacting with prospects and customers. It will be a solid digital proof with you in case of any grievances.
How to add history?
1. When you want to just add history without setting or updating call or meeting details select person from Quick Search Bar.
2. Click on name of the person in side-bar.
3. Click [+] button beside the Note.
4. Type note and press Enter button on keyboard to save note.
The new note will be saved in history on current date.