Adding notes

Annotate your converstaions

Adding a note to a conversation is very easy, you only need to toggle to notes in the message box, and you can add a statis message that only you or your team can see.

Click on notes
Internal notes

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Only you or the team can see the notes that you add.

In history

Notes will also be added to the history tab in each lead, so you can add a note as a book mark for later use.