The notes Notes section is any important information that should be communicated to the next person viewing the lead.in a lead is a practical way to leave reminders about discussions had with contacts. Notes can be saved with different priorities and depending on the priority set, the note will be stored in a hierarchic view. Hence, a higher priority note will appear above a note with a lower priority. Every lead will have its own note notes section.
These notes will appear on the exports.
Notes added in a lead will also appear in some of the reports, except Report and In Progress reports.
Notes Priority
An additional property of the Notes section is the priority of the note. The priorities are as followsNormal Add a note that will appear described in the table below:
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Priority | Description |
Normal | Notes with Normal priority will appear at the last on the lead. |
High |
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.
Notes with High priority will always appear above Normal priority notes. | |
Urgent | Notes with Urgent priority will always appear above High priority notes. |
Stick to Top | Notes with Stick to Top priority will always stick to the top of the notes regardless of the number of |
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notes |
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added and their priority level |
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The different priority selected will post your note Note in a hierarchy 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.
All notes entered will display the representatives name who posted it, priority level, date and time stamp.hierarchical view. The screenshot below shows 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.
