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EngageOne
Note down important info about your contacts
Never lose sight of your contacts, by simply adding notes to them.
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Add notes easily, anytime
Anytime you decide to add a note to a conversation, you can simply open their contact page in the Driansh EngageOne dashboard and add it.
EngageOne · Contact
R
Rahul
Customer since March · 6 conversations
Asked for a callback after 5 pm on weekdays.
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Priya · Today
Prefers WhatsApp over email for order updates.
Anita · Last week
Interested in the annual plan — follow up in May.
Note saved to Rahul’s profile
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EngageOne · Contact
R
Rahul
Customer since March · 6 conversations
VIP customer
— renewal due
15 June
.
Prefers calls after 5 pm
Uses the Business plan for 3 stores
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If you don't need a note anymore, it is confusing your team members, or it has served its purpose, you can delete it by clicking on the bin icon.
EngageOne · Contact
R
Rahul
Customer since March · 6 conversations
Vikram · Two months ago
Old address — moved to a new city since.
Priya · Today
Prefers WhatsApp over email for order updates.
Anita · Last week
Interested in the annual plan — follow up in May.
Outdated note removed
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