The notes section is any important information or reminders that should be communicated to the next person viewing the lead.
Every lead will have its own note section.
These notes
| Info |
|---|
| Notes left in a lead will appear on the exports. |
An additional property of the Notes section is the priority of the note.
The priorities are listed in the following table below:
| Priority | Description |
|---|---|
| Normal | Add a note that will appear on the lead. |
| High | Add a note that will appear on the lead but will always be entered for viewing above Normal priority notes previously entered. |
| Urgent | Add a note that will appear on the lead but will always be entered for viewing above High priority notes previously entered. |
| Stick to Top | Add a note that will appear on the lead but will always stick to the top of the notes regardless of how many notes are entered afterwards and their priority level. |
The different priority selected will post your note in a hierarchy hierarchic view.
After you have added a note, the next time the lead is queued up to be called, the notes will appear grouped together by selected priority.
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