The Notes area on a lead are 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 notes section.
Notes Priority
An additional property of the Notes section is the priority of the note.
The priorities are listed in the table below:
| Priority | Description |
|---|---|
| Normal Priority | Add a note that will appear on the lead. |
| High Priority | Add a note that will appear on the lead but will always be entered for viewing above Normal priority notes previously entered. |
| Urgent Priority | 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 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.
All notes entered will display the representatives name who posted it, priority level, date and time stamp.