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CRM notes extension

Customer profile 'Notes' help your team know their customers better, deliver a rich and cohesive customer experience. Add as many Notes as your organizational standards demand.

Using Notes

.When customer profiling is all about creating a buyer persona, and that can't be complete without feeding every detail that matters. Use Notes for preferences, dislikes, warnings, incidents, meeting agenda, billing instructions, background info, or keep it to your standard
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