Description: Logging a note on your client's profile is a quick and simple way to keep track of quick thoughts or simple notes you wish to save and review later.
- Log into your website
- Navigate to FlexCRM > Clients
- Select the client whose account you need to add a note to
- This is different from changing the client's bio, updating personal information, or logging an event as this is intended to be quick note to be logged on their timeline
- Click Add Note
- Type out your note
- Click Create