Purpose: To record key interactions, updates, and observations related to an individual contact. By capturing notes, users ensure continuity of communication, maintain a clear history of engagement, support informed follow-up actions, improve collaboration among team members, and strengthen relationship management through accurate and accessible records.
Accessing the App
Required Role: CRM
Log in to Luvelo CRM by visiting app.luvelo.org/crm in your web browser.
Documenting a Contact Note
Click "Contact".
Search for the contact you want to document note for.
Click the contact name.
Click "Notes".
Click "+ Note".
Fill in the note details and save:
Note Type: The category of the note, indicating the nature of the update (e.g., meeting, phone call, follow-up, internal update, client feedback).
Notification Channel: The Slack channel through which notifications related to this note should be sent.
Note: The main body of the message describing the update, conversation, action taken, or information related to the opportunity.
Attachments: Any files that need to be uploaded along with the note, such as proposals, quotes, presentations, or images supporting the update.
