CRM - Branch Lead/Client and Enquiry Notes

Rave's CRM Notes tab is where we group and display all Branch Lead/Client and Enquiry notes for your entire business.  It is also a great way to view, add, export or print all notes with filters for certain keywords, client names, enquiry references or dates.

Note: Lead/Client and Enquiry Notes are internal only, so anything written here is visible to your branch staff only.  Clients do NOT see these notes.

Branch Lead/Client Notes

Once you have clicked on the CRM Notes | Lead/Client Notes tab, you can add a new Lead/Client note by clicking the '+ Note' button. This will open an 'Add Note to lead/client' pop-up menu asking you to select which lead/client you want to add the note for, with a field to type that in.  Once you have completed your note, you can attach a file and/or just press Save to add it.

• You can search and filter your notes by note content, the client name, or the date the note was created.
• With editing permission, you can also 
  - Add attachments to existing notes via the paperclip icon
  - Edit an existing note with the pencil edit icon
  - Delete an existing note with the red trash can/delete icon
• You can view existing attachments by clicking on the name of the attachment under a note
• Clicking on the blue Client name link will take you to that client's profile 
• You can export your notes to a CSV or print your notes as a PDF document 

Furthermore

• The Client's drop-down menu will show all of the clients in your branch that are available for you to add a new note to
• The pink Company Client icon indicates that this client belongs to your head/support office
• The purple organisation icon indicates this client is not a single person but an organisation i.e. a school, trust, etc

Client Profile Notes

You can also add client notes via each client's profile.  Clicking on the CRM button, searching for your client via your Leads & Clients search, then clicking on their blue Client Name link.  This will open their client profile where you can also add your client note.  Adding a note here will also appear on the CRM Branch Notes page.

Branch Enquiry Notes

Once you have clicked on the CRM Notes | Enquiry Notes tab, you can add a new Branch Enquiry note by clicking the '+ Note' button. This will open an 'Add Note to enquiry' pop-up menu asking you to select which enquiry you want to add the note for, with a field to type that in.  Once you have completed your note, you can attach a file and/or just press Save to add it.

• You can search and filter your notes by note content, the enquiry reference, sales person, or the date the note was created.
• With editing permission, you can also 
  - Add attachments to existing notes via the paperclip icon
  - Edit an existing note with the pencil edit icon
  - Delete an existing note with the red trash can/delete icon
• You can view existing attachments by clicking on the name of the attachment under a note
• Clicking on the blue Client name link will take you to that client's profile 
• Clicking on the blue Enquiry Reference icon will take you to that client's enquiry
• You can export your notes to a CSV or print your notes as a PDF document 
  
  

Enquiry Notes

You can also add enquiry notes via each client's enquiry.  Clicking on the CRM button, searching for your client enquiry via your Leads & Clients search, then clicking on their blue Enquiry reference link.  This will open their enquiry, where you can also add your enquiry note.  Adding a note here will also appear on the CRM Branch Enquiry Notes page.