Documentation

Every person who writes to your business has a record, and it lives next to the conversation.

What it keeps

• What they asked and when they first wrote.
• What you quoted them and at what price.
• What they bought and what was agreed.
• Any notes your team has left.

What it is for

So that handover costs nothing. Whoever picks up the conversation on Monday sees what the person who handled it on Friday saw, without asking again what the customer already answered.

Personal data

What is kept is what is needed to handle the conversation. How that data is treated is set out in the privacy policy.