Guides

[Internal notes] Conversation

Hello, you can use Internal notes by following the instructions below. 

  • Go to Teaminbox
  • Select Conversation (Write a note)
  • 🔲 Click on the internal note icon and the conversation section will turn yellow, allowing you to write a note in that section.
  • Click Send to send it to the user. Notes written here will not be sent to the user.
  • In the New notes section of the other fields, type your notes directly and click the save button.