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:
Additionally, you can view recent activities and view all recent note activity by you and other admins within your ConveYour account, from Contacts > 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.
Your team collaborator whom you tagged will receive an email informing them of the action you took.