Customer notes and follow-ups

Set a follow-up

1. 01

   Write the note

   Type what you want to remember, like "Ask about the spring cohort".

2. 02

   Pick when

   Open No reminder and pick Remind me tomorrow, in 3 days, in a week, in 2 weeks, or Remind me on a date… to pick a day and time.

3. 03

   Save it

   Click Add note.

When the day comes:

• The person shows under Follow-ups due on Customers, and the list shows the follow-up under their name.
• You get one email that lists what's due, with a button back to the list. A teammate who wrote the note gets the email instead.
• Click Done on the note once you've followed up.

Manage notes

Use the three-dot menu on a note to Edit, Pin to top, Remove reminder, or Delete. A new reminder date opens the follow-up again.

To add the same note to many people, tick them on Customers and click Add note in the bar. See Sort, tag, and act on your customers.

On your phone

In the Eden app, go to Store → Customers and tap a person. Tap Add note, type it, pick when to be reminded (Tomorrow, In 3 days, In a week, In 2 weeks, or Pick a date), then tap Save. Tap the circle on a follow-up to mark it done. The ⋯ on a note has Edit, Pin to top, Remove reminder, and Delete.

See what they did

Activity, at the bottom of a customer's page, lists everything newest first:

• Purchases, imports, renewals, refunds, and access emails
• Marketing emails they got, and whether they opened or clicked
• Tags added, notes written, and follow-ups done
• Forms, quizzes, and applications they sent, and coaching calls
• Checkouts they started but didn't finish

It shows the latest 25. Click Show all for the rest.