The CRM allows admin users, sales reps, or customer support to add important notes to customer accounts easily. You can also tag specific Locations or Contacts on the Account for better organization. Notes can be easily edited, shared, or tagged with all changes tracked and recorded in the Account’s activity log for full transparency.
Zoey Updates
Other Zoey Updates for Q3 2025
For many, summer time is a slower time of year, with vacations and family time often scheduled. At Zoey, it’s
October 13, 2025
