To keep track of relationships, you can take notes. For example, about the meeting you have just had and any appointments. So that you can easily find what you discussed and agreed last time.
There are a few ways to do this in Qraia CRM.
- In the Dashboard you can immediately create a new note with the blue Add Note button. Then choose who you link this note to and easily add the text.
Later you can of course also easily view and adjust the note.
- From your Contacts you can add a note. Open the contact you want to add it to and you will see the blue Add Note button at the top right.
- From your Activities overview you can immediately create a new note with the blue Add Note button and then choose who you link this note to.