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Create Notes

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< 1 min read
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Saphyte knows the importance of the records of all your client interactions. Checking the history of all your client’s interactions with your team in one place under the Notes tab will save you time and effort.

 

To create notes:

1. Go to your client profile.

2. Under the Notes tab, click ‘+ New Note’.

new note

3. The Note section will appear where you can start writing your notes. You can also choose the color of your notes.

note

4. Click the ‘Save’ save button to save your notes.

5. Your Notes will appear like the below screenshot once saved.

note