We released a new feature not too long ago that we would like to highlight. The feature is the ability to take notes related to each of your contacts. This feature is the beginning of CRM functionality within the Pelotonics system that we are currently scoping out and planning for. Eventually, you will be able to track your deals, manage your contacts by category, and manage your sales documents within Pelotonics.
This latest feature is simple, yet powerful. Here’s how it works. You may notice that each of your contacts now has an “Add Note” link under their picture or avatar. Clicking this link presents you with a modal where you can enter in any textual information you wish about this contact. This is a great feature for tracking the following:
1. Birthdays
2. Personal information
3. Preferences
4. Relevant History
5. Background
By tracking such information on a contact level, you can better manage your relationships with each of your clients, vendors, subcontractors, etc. We hope that you enjoy this feature. Please let us know how you are using it!
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