How to use note feature
Use Story:
-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
Note: you can only tag team members in Note
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 also edit the content of the note by simply clicking the “Edit Note” button
Step 6:
If its a task, you may also check the checkbox to signify that you have completed the task
Congratulations! 🥳