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Notes, policy notes, activity, pinned

Megan Stasko avatar
Written by Megan Stasko
Updated over a week ago

Notes help agents stay in the know on the latest activity and help with organization.

Notes on leads and customers:

Important notes can be pinned. By choosing this option, the note will always appear at the top of the activity section.

For example: Client named Johnny, but prefers to go by John. This notes can be pinned to the top, so every time the agent reviews activity, they see this first.

Notes on the policy level:

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