In this week's release (30th-31st August), we have made improvements in Insight. Read on to find out more.
The Add note feature allows you to make sure you are recording every important conversation that you have had with a member whether they are a Promoter, Passive or Detractor. So even if a member has been dropped off the Todo page you can still add extra information by using the 'add note' feature. Find out how you can start creating notes now by watching this quick video.