From your client's profile you can easily track all of their notes in one page. Login at train.westrive.com and head to your client's profile to get started.
Underneath their profile select the Notes page.
From here, you can easily record whatever notes you want to record.
Ideas for using this page:
Use this page to track your client's custom onboarding questions
Track their goals
Track your call notes
Track specific parts of their client journey
If you have any questions, send us a message through the chatbot at the bottom right corner of the page - or email us at Help@westrive.com