Help / Contacts / Contacts - Notes

Contact Notes

Sometimes you need to keep track of people in your contact list. A couple of scenarios include:

  • A sales associate who needs to track relationships from new lead or prospect to purchase order.
  • An HR coordinator who needs to track new hires and ensure they have received all necessary information and signed all necessary documentation.
  • A manager who needs to track conversations and trainings they have with ongoing with their new reps.
  • A sales manager who needs to keep notes on new accounts, and share with others how often the account contact has been emailed, and what they have sent.

Great! Where do I find notes?

For notes on individuals - adding notes are accessed withing a contact's profile:

notes

Additionally, you can view recent activities and view all recent note activity by you and other admins within your ConveYour account, from Contacts > Notes:

all-notes

How do I share notes with other admins/collaborators?

When adding a note to a contact, click the @ at symbol, to bring up a list of collaborators to choose from. This informs them via email, who you reached out to and how you followed up with that contact.

at-tag-notes

Your team collaborator whom you tagged will receive an email informing them of the action you took.

Additional Information