Notes and files

Notes and files live on the customer’s Overview tab, in the Notes and Files tabs at the bottom of the page.

Notes

Add a note

1. Open the customer and go to the Notes tab on the Overview tab.
2. Click Create Note.
3. Fill in Name and Description.
4. Click Create note.

Notes from your CRM come in with the sync and show up in the same list.

Edit or remove a note

Open the ⋯ menu on a note:

• Edit opens the note. Click Save changes when you’re done.
• Delete asks Remove this note?. Click Remove to remove it.

Success plans have their own notes too. See Success plans.

Files

Upload a file

1. Open the customer and go to the Files tab on the Overview tab.
2. Click Upload new file.
3. Give the file a Name and pick the File.
4. Click Upload file.

Each file shows its name and upload date. Click Download to get a copy.

Rename or remove a file

Open the ⋯ menu on a file:

• Edit lets you change the name. Click Save changes when you’re done.
• Delete asks Remove this file?. Click Remove to remove it.

Caution

Removing a file deletes it for good. Download a copy first if you might need it.

Files on a playbook you share with your customer can be shown to them. See Playbooks.