We’re excited to roll out a simple yet highly requested new feature today — customer notes. You can now add notes to visitor profiles in Improvely which everyone else in your organization can see. Use them to record information about leads, notes about phone calls and other relevant information you want to keep track of right alongside your customer’s online history.
To get started, go to any customer’s profile using the People Explorer tool or through a report, and click on the “Click to add notes” area in the left column. Your notes will be saved automatically as you type them.