How to use the note feature

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The note is used when you would like to assign a task to your team member or to leave down some remarks regarding the client to your team members using the same Whatsapp. The note messages will not appear or be sent to the client and will only appear to your team members.

Step 1:

Go to「Inbox」,Click on the Chatbox that you would like to leave a note and click on the「Note」button

Step 2:

You may use the “@” symbol to tag a team member in the note

Note: If user go to inbox filter > More > @Mentions, it will show chats that contain note with user’s name mentioned.

Step 3:

Input the message you would like to leave in note and send

Step 4:

You will directly see the note in the Chatbox as well as the contact profile

Step 5:

You may edit the content of the note by simply clicking the 3 dots option and click on the pen icon. To delete the note, click on the trash icon.

Step 6:

If it’s a task, you may also check the checkbox to signify that you have completed the task

Congratulations! 🥳