Because you can engage in multiple chats simultaneously, and each conversation with a contact has its own set of notes, you access the notes panel differently for a chat than you would for a call.
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If you are currently handling multiple chats, click the chat control panel of the chat you want to take notes for. This makes the chat Active and pauses the others.
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Hover your cursor over the arrow in the colored part of the chat control panel and then click Notes (indicated by a page and plus sign icon).
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Click the Notes tab and write your notes in the white space.
- Use the Who drop-down to select any associated individuals, such as a contact or a supervisor, and the What drop-down to select any associated accounts, cases, or opportunities.
- When you are done writing notes, click X on the right side of the Notes tab. Agent for Salesforce saves your notes and closes the window.
