How do we add internal notes in Inbox? Follow

Question

Can team members add a private internal note to a conversation?

Answer

Yes, in Inbox these are called team notes.

To add a team note to a conversation

  1. Select Add team note from the conversation and enter your message. This individual message will only be available to team members who have access to this conversation or team inbox.
    inbox_internal_note.png
  2. Select Add Note.
Have more questions? Submit a request

Please sign in to leave a comment.

Powered by Zendesk