Article Overview
In the latest version of SalesRabbit you can add notes to your leads the same way you could in the previous version, additionally there is a note history which shows the dates and times notes were created, and the previous notes can be edited. It also shows who left the previous notes. This was how "comments" in the previous version functioned. This article provides steps for adding notes in the latest version of SalesRabbit.
Tip:You will need the permission to add and delete leads in order to leave notes on your own leads and you will need the permission to manage other leads in order to view and edit notes of the leads of other users.
Part 1: Previous: Adding Lead Notes and Comments
Review of adding notes to leads in the previous version of SalesRabbit.
- In the previous version of SalesRabbit, notes could be added to a lead by tapping on the lead to view it on the "Map", and leaving notes in the note section.
- You could also access the note section by accessing the lead information page. Just tap the pencil icon to get there.
- The notes could be viewed by a new lead owner but not edited. The notes also did not show the dates and times the previous notes were left.
- "Comments" could be created in the lead information page, they also provided history and could be viewed by new lead owners but not edited.
Part 2: Update: Adding Lead Notes
Adding notes to your leads in the updated version of SalesRabbit.
- Like in the previous version of SalesRabbit, you can add notes to a lead by tapping the lead on the "Map" and adding the note in the lead information bar at the bottom.
- As well, notes can be added by accessing the lead "Details" page and navigating to "Notes".
- You will notices the location of the "Notes" section has changed.
- There is no longer a comments section and now notes can be edited by the current lead owner and will display history information such as the previous user who owned the lead and the date and time the note was created or edited.
Pro Tips
- Notes that detail the temperament of the resident(s) or if there are pets in the yard can be very helpful to reps who knock the door in the future.