Take notes about your contacts for easy reference
Write down what you learn about a contact, such as meeting notes, feedback, or follow-up questions. When they get in touch again, the notes are on their contact page.
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Never guess again when you reconnect
Say you add a contact to ThriveDesk and want to remember an important detail. Add a note with meeting notes, feedback, follow-up questions, or other remarks.
When you talk to that contact again, or need information about them, their notes are ready. For notes about one conversation, use private notes.
Add notes easily, anytime
Open the contact page from your ThriveDesk dashboard and add the note. That is all it takes.
- 01
Open the contact
Go to Contacts in your ThriveDesk dashboard and open the person you want to write about.
- 02
Write the note
Add meeting notes, feedback, follow-up questions, or any other detail your team should keep.
- 03
Find it later
The note stays on the contact page. Your team can read it the next time that contact gets in touch.
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