It's possible to add a note to a contact's record. This can help you keep track of any compliments and complaints, as well as any additional notes. The notes sentiment score can be used towards ELVIS (the scores at the top of the contact record).
To add a note:
- Go to the Contacts tab, find the contact you wish to update and edit their record.
- Scroll down to the Notes section at the bottom of the record and click it. Press the 'Add a note' button.
Add your notes. You can choose to select a sentiment score, but it's not mandatory. Attach any files if you wish.