Add Notes to a Phone Call

Add notes to your phone calls to keep important lead information at your fingertips. Each note you add to a caller's timeline remains available to all users across your account. If you're using the softphone in Lead Center, you can add notes about a call during or after a call

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 on the left navigation bar.

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

    screenshot_2470.png

  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. 

    screenshot_2473.png

  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_3.53.34_PM.png

View Notes Made on Phone Calls

You can view notes made on a phone call in 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_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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