Hello!
Im new to the community, thanks for having me!
Our customer teams use snippets to leave information on a client call. During the call they capture data on the customer that could be used to update a company property. Is there a way to create a snippet that includes property fields, so that when they take notes those properties can be automatically updated?
Alternatively, is there something else the team should be using instead of snippets to record sales call notes so that key properties can be updated, while also creating a call record on the client profile?
