Keeping customer details organized can make everyday follow-up much easier. With this CRM update, your automated notes can now include an optional title and color, so important information is easier to spot and understand at a glance.

📌 Why This Matters

When you or your team look at a contact record, clear notes help you quickly remember past conversations, special requests, and next steps. Adding titles and colors to notes makes it easier to separate urgent items, sales opportunities, service updates, or internal reminders without changing the way your current workflows already run.

✨ What’s New

• Note Titles: Add a short title to automated contact notes so the purpose of the note is immediately clear.
• Note Colors: Choose a color for notes to visually organize different types of customer information.
• Optional Setup: These fields are not required, so your existing workflows and notes stay exactly as they are unless you choose to use them.

🛠️ How to Use It

1. Step 1: Open your workflow and add or edit the action that creates a note for a contact.
2. Step 2: Enter a note title if you want to label the note more clearly.
3. Step 3: Select a note color to help organize the note visually.
4. Step 4: Save and publish your workflow so future notes include your updates.

💡 Pro Tip

Use one color for hot leads and another for service issues so your team can prioritize the right conversations faster and turn more follow-ups into revenue.