Adding a customer note to a customer’s profile can help you and your sales team keep track of a customer’s order/quote preferences, your previous and upcoming meetings with them, follow-ups, or any other information that you think is important.
Customer notes only appear on the customer’s profile and not on orders or quotes. Customers are therefore not able to see these notes.
How do I manage customer notes on Android?
How do I manage customer notes on an iPad?
How do I manage customer notes in the Windows app?
How do I manage customer notes in the admin console?
How do I allow my sales reps to edit customer notes?