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Create custom notes to store specific information within Dossier

How to create Custom Notes in Dossier

Store all of the critical information tied to the executive you support in one central location

I want to track information that doesn't fall into one of the categories. What's the best way?

Need to use Dossier information somewhere else?

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Tickets submitted through the messenger or by a support agent in your conversation will appear here.

Try using different keywords or checking for typos.

Track the progress of all tickets related to your company.

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