Add Notes to a Phone Call

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

Getting Started

If you're using the softphone in Lead Center, you can add notes about a call during or after a call

Learn more Lead Center.
 

Add Notes to a Phone Call 

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

  1. Click Analytics in the navigation bar on the left.

  2. Navigate to your call log by clicking on Activity

  3. 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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  4. 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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  5. If you're listening to a call, click Recording, then the Edit tab, click the + icon to add your note. 

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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

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  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. 

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