Customer Communication History & Notes in Thulo CRM

Who this course is for
This course is for business owners, sales teams, and support staff who communicate with customers via calls, messages, meetings, or emails.

What you will learn

• Why communication history matters in CRM

• Logging calls, meetings, and interactions

• Adding internal notes for team reference

• Viewing complete customer timelines

• Avoiding duplicate or conflicting communication

• Best practices for team-based communication

After completing this course, you will be able to

• Maintain a complete customer interaction record

• Ensure smooth handover between team members

• Improve professionalism and response quality

• Avoid repeated questions and confusion

Note
This course works best after learning follow-ups, tasks, and pipelines.

Beginner

English

Course Certificate

0 Enrolled Students

00h 00m