How should I keep a clear record of client communications?

When creating a client in /agent-dashboard/clients, use the Notes field for relevant factual context, dates, property reference and next action. Check for an existing client before adding another. If the existing record cannot be amended through the controls shown, ask the team where the follow-up should be recorded; do not assume a comprehensive messaging archive exists.

Separate a requested viewing, submitted enquiry and confirmed appointment. Identify the responsible person and pending confirmation. Limit personal information, preserve substantive correspondence securely under the approved process and ask the privacy contact about retention rather than copying entire sensitive email threads into notes.