Adding and managing customer comments

Using comments helps you organize customer details, prioritize key information, and provide a more personalized experience.

Easily add custom remarks to a customer’s profile as follows:

How to add a comment to a customer's profile:

1. Navigate to the Customers section in your dashboard.
2. Select the customer you want to add a comment to.
3. Go to the Activity tab and click + Add Comment.
4. Enter your remark (up to 400 characters) and save it.
   • The comment will be stored in the customer’s activity list.

How to pin a comment:

1. Locate the comment in the activity list.
2. Click the pin icon to pin the comment to the top of the activity stream.
   • Pinned comments are perfect for highlighting important information that requires special attention.
3. How to delete a comment or activity:
   • Navigate to the comment or activity in the list.
   • Click the trash icon next to it to delete it.