customers i have notes in
L
Liz Pinedo
sometimes we want to get added to customers and we don't so it would be nice to be able to find said customers to send a second note to get added.
Shelby Parker
Hello Liz Pinedo! I have a few more questions for you:
- What specific criteria or attributes should be used to identify customers you want to send a second note to?
- How frequently do you need to send these follow-up notes to customers?
- Are there any specific scenarios or examples where this feature would be particularly useful?