Log a note on a customer

A note is the quickest way to record what happened: a call, a meeting, a promise you made. It lands on the company's timeline, where everyone on the team sees it the next time they open the company.

1. 1Open Kunder from the sidebar and click the company.
2. 2On its overview, click the box that says Skriv din anteckning här above the timeline.
3. 3Write what happened, for example "Called about next year's order".
4. 4Click Spara i logg, or press Ctrl+Enter.

The note appears at the top of the timeline straight away, with your name and the time on it.