What are private notes and reminders?
Notes only your side can see, and a nudge so nothing is forgotten.
Watch it on the real screens
Open the enquiry. Under the enquiry details are two cards side by side — Follow-up reminder and Private internal notes. Click Private internal notes to open it.
It says Visible only to your business on the box, and it means it. The customer never sees these.
Step by step
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Open the enquiry. Under the enquiry details are two cards side by side — Follow-up reminder and Private internal notes. Click Private internal notes to open it.
It says Visible only to your business on the box, and it means it. The customer never sees these.
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Write what you want to remember — "quoted low, watch the parking" — and click Add private note.
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For a nudge, open the Follow-up reminder card instead, pick a date, add a short note and click Save reminder.
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When you have dealt with it, click Mark done.
What happens next
Reminders show up in your Notifications so a quiet enquiry does not get forgotten.
Ready to do it yourself?
It opens in your dashboard. If you are not signed in yet, you sign in first and land right back there.