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Intrix CRM Notes

Notes metric measures the number of notes or comments added to a customer's profile or a particular project, providing insights into the level of engagement and collaboration between team members and the customer.

With Databox you can track all your metrics from various data sources in one place.

Notes 2.190,879 Start tracking this metric
  • About
  • Technical Details
What is "Notes"?
The Notes metric in IntrixCRM refers to the number of notes or comments logged by users in relation to a specific contact or account within the system. It helps provide a history of interactions and important information related to a particular customer or business. This can be useful for tracking progress, resolving issues, and improving customer relationships.
Example: Example: Using Notes in IntrixCRM to keep track of important customer conversations, feedback, and requests in real-time.

Visualizations

  • Databox visualization

    Number

    Used to show a simple Metric or to draw attention to one key number.

How to track Notes in Databox?

Databox is a business analytics software that allows you to track and visualize your most important metrics from any data source in one centralized platform.

To track Notes using Databox, follow these steps:

  1. 1
    Connect Intrix CRM that contains the metric you want to track
  2. 2
    Select the metric you want to track from the list of available metrics
  3. 3
    Drag and drop the selected metric onto your dashboard
  4. 4
    Watch your dashboard populate in seconds
  5. 5
    Put Notes on the Performance screen
  6. 6
    Get Notes performance daily with Scorecards or as a weekly digest
  7. 7
    Set Goals to track and improve performance of Notes
Goals

Set Goals to track and improve your performance
Scorecards

Get your daily progress every morning with Scorecards
Metric Digest

Receive detailed weekly performance updates
Metric Builder

Built your own custom metrics with Metric Builder
Data Calculations

Set Goals to track and improve your performance
Performance Screen

Get instant insights into your top-performing metrics
Intrix CRM integration with Databox Track Notes from Intrix CRM in Databox GET STARTED

Intrix CRM Notes included in Dashboard Templates 1

  • Live view

    Intrix CRM (users)

    The Intrix CRM dashboard template tracks every stage of your sales funnel and watches for leaks. You can see top of funnel activity for each sales representative.

    Intrix CRM

General

  • Description
    Notes metric measures the number of notes or comments added to a customer's profile or a particular project, providing insights into the level of engagement and collaboration between team members and the customer.
  • Category
    Sales
  • Subcategory
    Notes
  • Date Added
    2017-08-31

Specification

  • Metric Type
    general
  • Dimensional
    No
  • Decimal Digits
    No
  • Currency Units
    No
  • Granularities
    Daily, weekly, monthly, yearly, quarterly and all-time.
  • Custom Relative Periods
    Yes
  • Data Availability
    At sync, it ranges from 3 years ago to now.
  • Retroactive Data Updates
    Newly synced data is merged with existing data, replacing values for matching periods.
  • Future Data Available
    No

Visualization

  • Cumulative Graph
    Yes
  • Favorable Trend
    increasing
  • Media Creatives
    No
  • Forecasts
    Yes
  • Benchmarks
    Yes

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