SHOWROOM/VISIT NOTES
S
Sze Quek
I would prefer that the notes that shows up on the desktop view don't change with every subsequent note. If a sales manager checks a customer out of the showroom and puts down "650 score, $3000 down $600/mo budget, ran out of time", then a sales person calls and puts "called. no answer. left message", the note that appears seems to be the "called. no answer. left message".
It would be better if there was a way we can lock in a note as the most relevant note.
Shelby Parker
Thanks for sharing this, Sze Quek — totally hear you on how that could create workflow friction when the most important showroom context gets overwritten by a quick follow-up note. This is really helpful feedback, and I’m looping it in with the team to review options (like a way to “pin” or lock the most relevant note in the desktop view). If we need any extra details on your use case, I’ll follow up.