Adding notes to track important lead information

Add a note when you need to keep track of interactions, outreach attempts, or important information about a lead or customer in Conversica. 

User Permissions

Reps can view and add notes to any of their assigned leads or customers. Managers and Enhanced Reps can view and add notes to any lead or customer on the account. 

How to Add a Note

Notes can be added from the Overview or Lead Manager screens in Conversica's dashboard or on the Lead Profile. 

To Access From the Overview: 

1. Navigate to the Overview module and scroll down to the Leads widget.
2. Select the lead that you want to leave a note on. 
3. Click Edit.
4. Click Leave a Note.
5. Type the information you would like to include in the note. 
6. Click Submit.

To Access From Lead Manager: 

1. Navigate to Lead Manager.
2. On the left side of the lead you want to leave a note on, click the Add Lead Note icon.
3. Type the information you would like to include in the note. 
4. Click Submit.

To Access From the Lead Profile: 

1. Open the response alert and click View Lead Profile. 
2. Navigate to the Add Note field. 
3. Type the information you would like to include in the note. 
4. Click Submit.

How to View Notes

1. Navigate to Lead Manager.
2. On the left side of the lead you wish to view, click the Add Lead Note icon. (Note: If a note has been left for the lead, the icon will be colored).
3. View the previously added notes. You may also add a new note. 
   

FAQs

Q: Do notes appear in my CRM or integrated system? 
A: No. Notes will not be exported back to your integrated system. Notes that you add will only appear in Conversica.

Q: If I add a note, who can see it? 
A: Notes are applied at the lead/customer level and anyone with access to view the lead/customer will be able to see the note. 

Q: Will my Revenue Digital Assistant™ take action based off of notes that I leave?
A: No, your Revenue Digital Assistant will not interact with your notes at all. Notes are for individual user use, or for a manager/admin to provide information on that lead for the rep to view, and vice versa.