Add Notes to a Phone Call

Add notes to your phone calls to keep important lead information at your fingertips. 

Use this article to learn how to: 

  • Add notes to a phone call
  • View notes made on phone calls 

Getting Started

If you're using Lead Center as an add-on in your account you can add notes to a live phone call through our softphone capabilities. To learn how to add notes from Lead Center, use this help article

Learn more about the Lead Center add-on.
Find out how to add Lead Center to your account

Add Notes to a Phone Call 

You can add notes to a phone call from your call log in one of three ways: 

  1. Navigate to your call log by clicking on Activity

  2. From your call log, find a specific call and click the Note icon, then click the + sign to expand the notes section. 

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  3. You can also add notes from a customer's timeline. Click the Timeline icon for specific call and then click the + sign to add a note for that call. 

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  4. If you're listening to a call, click Recording, then the Edit tab, click the + icon to add your note. 

    Screen_Shot_2019-02-21_at_3.51.52_PM.png

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View Notes Made on Phone Calls

View notes made on a phone call one of two ways: 

  1. When listening to a call, click the Recording button and look under the Edit tab to view notes for that call. 

    Screen_Shot_2019-02-21_at_3.51.52_PM.png

    Screen_Shot_2019-02-21_at_4.52.39_PM.png

  2. You can also view notes from a customer's timeline. Click the Timeline arrow from the call log and expand each call to view the notes for that call. 

    Screen_Shot_2019-02-21_at_3.49.51_PM.png

    Screen_Shot_2019-02-21_at_4.57.06_PM.png

 

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