The notes section is any important information that should be communicated to the next person viewing the lead.
Every lead will have its own note section.
These notes 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:
| 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 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.