Click Notes on the client profile
Click the ellipsis (three dots) on the note you want to pin
Click Pin to top
How to pin a note on a client's profile
How to pin important client notes
Updated over 2 years ago
Did this answer your question?
Copyright (c) 2023, Intercom, Inc. ([email protected]) with Reserved Font Name "Montserrat".
This Font Software is licensed under the SIL Open Font License, Version 1.1.Copyright 2023. Intercom Inc.
Licensed under the Apache License, Version 2.0 (the "License");
you may not use this file except in compliance with the License.
You may obtain a copy of the License at
http://www.apache.org/licenses/LICENSE-2.0
Unless required by applicable law or agreed to in writing, software
distributed under the License is distributed on an "AS IS" BASIS,
WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
See the License for the specific language governing permissions and
limitations under the License.Skip to main content