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 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. Select the Analytics icon on the left navigation bar.
2. From your call log, find a specific call, select the Note icon, and then select the + sign to expand the notes section. 
   
3. You can also add notes from a customer's timeline. Select the Timeline icon for a specific call and then select the + sign to add a note for that call. 
   
4. If you're listening to a call, select Recording, then the Edit tab, and select the + icon to add your note. 

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, select the Recording button and look under the Edit tab to view notes for that call. 
   
2. You can also view notes from a customer's timeline. Select the Timeline arrow from the call log and expand each call to view the notes for that call.