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Set Up and Maintain Retail Execution
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            Shared Notes and Customer Tasks

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            Shared Notes and Customer Tasks

            Sharing customer-related information across the team creates transparency and ensures customer satisfaction. Customer tasks such as customer inquiries, issues, and concerns are shared across the field force team and back-office personnel to ensure transparency.

            Required Editions

            Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled.

            Sales reps work closely with store managers and must be consistently aware of various store situations, customer concerns, or planned activities. Additionally, this information becomes more important when a sales rep gets substituted by another user or when a supervisor is interacting with this client.

            It's equally important to collaborate closely for customer concerns that a customer can raise via customer service. Notes that have been taken during a customer visit or by back-office personnel are available as shared notes.

            Shared notes can serve in various business scenarios including the ones listed here.

            • A substitute user gets relevant information on a customer.
            • Customer service is adding a note for the field force team.
            • The sales rep maintains customer or visit-specific information that might be relevant for the supervisor’s planning.
            • The supervisor places a note that's to be considered by the sales rep during the visit execution.
             
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