Management Notes

customertrax 1. Handle CRM 1.0, x. Uncategorized

Whether it’s financial, strategic, or just private, confidential information needs to be kept track of for accounts, store locations, employees, or anything in Handle. Management notes are a way to set up restricted access to this sensitive information.

Managers can have private discussion regarding specific deals or the overall account. These notes can be tied to any other item in Handle (e.g. Opportunity, Sales Call, Trade Assessment, JDQuote, Account, Contact, etc).

By default, access to Private Note is turned off and can be enable per user.

customertraxManagement Notes