- Conveniently accessible note field on the company cards in Lime CRM
- Can be linked to things such as history, but can also be set up as a shortcut to something else
- The logged-in Lime CRM user who takes notes automatically becomes the author of the note.
- Swipe to the next consecutive card
Quick Note
Make life easier and speed up the note taking process with Quick Note. Quick Note is a popular add-on, particularly among sales reps on the go who constantly have to manage crammed to-do lists and take notes from sales calls and meetings. Quick Note simply makes it easier to take notes when the information is fresh in your mind.
Compatibility
Desktop, Cloud
Category
Sales, Communication
Developer
Lime Technologies
Languages
English, Swedish, Danish, Finnish, Norwegian
Take down notes instantly
We’ve all been in a situation where we have got some new information about a customer and we’ve thought “I’ll make a note of it later”. A common pitfall! At the end of the day, we have had a dozen calls or meetings and when it’s time to jot down some notes it’s hard to remember the details. A smart shortcut is to use Quick Note and capture the notes straight away. The feature consists of a note field in the Action Pad on the cards in Lime CRM. The note field is conveniently accessible on the company card, which saves you from clicking through popups to find it.
