====== How to add a note for a customer interaction ======

You must record notes for every interaction with a customer. Notes must include information such as:

  * What happened on the call
  * Why you made any changes
  * Whether the customer was irate or upset
  * If any [[general:buzzwords|BUZZWORDS]] were used
  * What offers you made
  * If a refund was given and why
  * If necessary, when you will call them back

Click **+ Note** to add your note to the customer record.

{{:plus_note.png|}}