Notes section on the Lead Summary page provides a centralised space for recording important lead-related information, facilitating organised collaboration and informed decision-making throughout the engagement process.
Adding notes against a lead from the lead summary page offers several benefits:
- Enhances record-keeping and documentation.
- It provides a centralised location for storing important information, observations, and feedback related to the lead.
- Notes can serve as a reference point for future interactions, helping to maintain consistency and continuity in lead communication.
- Documenting notes allows for better organisation and tracking of lead-related activities, tasks, and milestones.
- It facilitates collaboration among team members by sharing insights and updates about the lead's status and progress.
To add a note from the Lead Summary page, follow these steps:
- Navigate to the main navigation header bar and click on Leads.
- You will find a list of all leads. By clicking on a lead, you will be redirected to the Lead Summary page. Then, navigate to the Notes section and click on Add New Note.
Lead Summary Page - Notes - Add New Note
- Enter the details in the respective fields and click Save.
Note: This section displays all notes added against the lead. These notes are also logged in the Activity tab. Clicking on a specific note in the Activity tab redirects you to that note for detailed viewing.
Note: The Notes section allows you to mention employees using the "@" symbol followed by an initial letter, like "@n". This displays a list of employees or invited users. When mentioned, employees receive a web notification, indicated by a red number next to the bell icon. Clicking the bell shows the notification with the employee's name, message path, date, time, and options to mark as read/unread or delete.
Note: Additionally, a speech-to-text editor lets you add notes by speaking, making it easier to quickly update and share information.
Add New Note - Save
- To edit or delete a note, click on either the Edit or Delete option displayed next to each note.
Note: Use the filtering options based on Date, Owner, Category, and Filters to easily and swiftly search through notes.
On the left-hand side, notes are organised by month. Click on the notes section. If the notes do not appear, click on the left panel and select the desired month to display the corresponding notes created during that month.
Notes - Filters