Adding Persistent Notes to User Profiles

This document provides a comprehensive walkthrough on how to capture and store persistent notes related to a prospect or member within the system. It ensures that important information is retained and easily accessible, regardless of changes in status or activity level.

Step 1

To begin capturing and storing notes about a prospect or member, navigate to their profile. Once there, locate the 'Pin Note' section and select 'Add a New Note.' You can then input the desired information into the note section. This section is designed to be persistent, meaning it retains the note across different activities or status changes.

Step 2

The note will remain consistent and accessible even if the prospect transitions into a trial or becomes a member.

Updated on: 04/12/2025