We know you love keeping track of the little details about your customers —now we’ve made it even easier.
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Add personal notes, photos, videos, or attachments directly to customer profiles.
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Automatically sync notes from your shop management system into Steer (no more losing details).
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Access notes on the customer profile and messaging screens for quick reference.
Click Here to view: How to Add Customer Notes
Add Notes from Text Threads
When in a text conversation with a customer, you are able to add notes on the right hand side. You can attach a specific vehicle to the note along with images, videos, and other attachments.
You will also be able to see any existing notes you have made in Steer or in your Shop Management System.
Add Notes from the Customer Profile
When on a customer's Steer profile, you are able to add notes in the lower right hand side. You can attach a specific vehicle to the note along with images, videos, and other attachments.
You will also be able to see any existing notes you have made in Steer or in your Shop Management System.
