Introducing Notes
Sometimes you want to write down some details for a store. In the past, you would do this outside Store Leads, in a spreadsheet, or on paper or maybe a CRM.
To make things easier for you, we're adding lightweight CRM features and we're starting with Notes.
To add a note, just open any store and click on the Notes tab.
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Once written, notes can be edited and deleted.
Notes are personal, so they are only visible to your account. Or if you share access to a paid plan, your notes are visible to everyone in your organization.
At some point, you'll want to see a list of all stores that have notes. To do so, go to the new List page through the menu.
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On this page, you'll see a list of all stores that have notes.
This is just the beginning. Expect to see a lot more CRM features, like custom lists and saved searches, in the near future.