You've connected to your customer and they are describing their issue. How do you document the contact?
Place the steps in order.
(To rearrange, hold and drag the tiles)
In the engagement, select the Notes icon, then select + Add notes.
Enter your notes including the necessary information.
If more information needs to be added after the note is saved, add a new note.
Select Post.
In the engagement, select the Notes icon, then select + Add notes.
Enter your notes including the necessary information.
Select Post.
If more information needs to be added after the note is saved, add a new note.