Follow-ups and private notes on a conversation
- Standard plan and above
In a conversation's details panel you can leave yourself a reminder and write private notes. They're only for you: the client never sees them and nothing is sent to a messenger.
Follow-ups¶
A follow-up reminds you to come back to a conversation.
- Open the conversation and find Follow-ups in the details panel.
- Select Add, type what to do (for example "Send prices"), and choose a date: Tomorrow, In 3 days, In a week, or Pick a date…. Add details if you like.
- Select Add follow-up.
When it's due, mark it Done, Reschedule it or Delete follow-up. Follow-ups also appear among your client reminders. See Timeline, notes and reminders.
Private notes¶
Private notes are for things worth remembering about a conversation.
- Find Private notes in the details panel.
- Select Add note, write it and Save.
- Use Edit or Delete on a note later. Edited notes are marked "edited".
Only you see them, and they're never sent to the client. There's a limit on the number of notes per conversation.