Is there a history log of actions taken with each client? - SquareDocs

Clients

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Table of Content

Table of Content

Is there a history log of actions taken with each client?

Hhola provides a detailed history log for each client, recording all actions taken over time. This includes meetings, calls, emails, tasks, and any notes added by team members. The history log allows you to review past interactions, providing valuable context for ongoing communications and ensuring that you’re aware of everything that has occurred with a client, helping you maintain consistency and personalized service.

From first hello, Capturing leads, closing deals, and delivering services your entire journey lives in HHola.

From first hello, Capturing leads, closing deals, and delivering services your entire journey lives in HHola.

From first hello, Capturing leads, closing deals, and delivering services your entire journey lives in HHola.