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.

Quick Note at a glance

  • 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
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