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


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.