Stay Organized With Notes & Follow Ups
Keeping up with your customers can be a juggling act, but Weave makes it easier.
This course is for everyone in the office. Keeping up with your customers can be a juggling act, but Weave makes it easier to stay organized. When complete you'll be able to:
- Add and manage Notes
- Create Follow Up Reminders
Before You Begin
Ensure your customers have been added to your Weave Desktop App. If your customers are not displaying in Weave, contact your Weave Admin.