This article outlines the primary methods for adding notes to a member or prospect profile. Club OS is built with two different categories of notes: Lead Notes and General Notes. Utilizing notes can help a club customize pitches for prospects and personalize a member’s customer service experience by keeping record of interests, goals, progress, preferences, or life events.
The five different ways in which to add notes on the system are listed below as methods 1-5. Click any method to learn more about it.