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Record Your Sales Notes in the New Customer Activity Tab
Announcement
4 years ago

Record Your Sales Notes in the New Customer Activity Tab

Good sales notes lead to better results.

They make your team more efficient too. Quickly grasping the outcome from recent interactions with a customer gives you the context to close that next sale.

Many of you are using Sellar to manage all your trade orders. Managing orders goes hand-in-hand with managing customers. Which is why we've added the new 'Activity' tab to each of your customer pages.


Keep all your sales notes organised by customer to retain valuable information from previous phone calls, emails and visits. Help your team (or, your future self) easily pick back up with a customer and increase your chances of securing that order!

Got a customer in mind right now? Head over to your customer list and use our lightning-quick search bar to find who you're looking for. Next to 'details' and 'orders' you'll see the new 'activity' tab. From here you'll be able to easily log your notes for you and your team's eyes only.

And, as always, we've made it easy to do this on desktop and mobile. So it'll be no effort at all to capture your notes; wherever you are.

We'll be making the activity feed even more powerful in the coming weeks so get in touch if this feature is proving valuable to you and you'd like to share your ideas and feedback.

Avatar of authorThe Sellar Team