The notes section is any relevant or important information or /reminders that should be communicated to the next person representative viewing the lead.
Every lead will have its own note notes section.
| Info |
|---|
| Notes left in a lead will also appear on the exports. |
Notes Priority
An additional property of the Notes section is the priority of the note.
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| 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. |
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The different priority selected will post your note in a hierarchic view..The screenshot below depicts how the different priorities are ordered and arranged in the notes section of a lead. The higher the priority of the note, the higher it will appear in the notes section.
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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