Notes/Calls/Meetings on a Client Page

Learn more about how to log notes, calls, and meetings on a client's page.

On this page:

Logging a note

Logging a call

Logging a meeting

Reminders

How to tag (@ mention) a coworker in notes/calls/meetings

Where can I see my notes/calls/meetings?

Pinning Notes/Calls/Meetings/Emails on the Newsfeed

Deleting Notes/Calls/Meetings/Emails from the Newsfeed

Logging a note

To log a note on a client page/contact page:

1. Click the Note icon at the top of the newsfeed
2. Enter your note details into the text field
3. Select a client contact from the "Contact" drop-down to attach the note to (optional)
4. Click + reminder to add a reminder (optional)
5. Click + file to attach a file (optional)
6. Click Post

[Back to top]

Logging a call

To log a call on a client page/contact page:

1. Click the Call icon at the top of the newsfeed
2. Enter your call details into the text field
3. Select a client contact from the "Contact" drop-down to attach to the call (optional)
4. Click into the "Call Date" field to capture the date of the call (optional)
5. Click + reminder to add a reminder (optional)
6. Click + file to attach a file (optional)
7. Click Post

[Back to top]

 

Logging a meeting

To log a meeting on a client page/contact page:

1. Click the Meeting icon at the top of the newsfeed
2. Enter your meeting details into the text field
3. Select a client contact from the "Contact" drop-down to attach to the meeting (optional)
4. Click into the "Meeting Date" field to capture the date of the meeting (optional)
5. Click + reminder to add a reminder (optional)
6. Click + file to attach a file (optional)
7. Click Post

[Back to top]

Reminders

You can attach reminders to any note, call, or meeting logged on a client/contact's page. 

To add a reminder to a note, call, or meeting:

1. When logging the note/call/meeting, click + reminder
2. Select a user from the "Remind" drop-down
3. Select a date for the reminder from the "Reminder On" field
4. Click Post

[Back to top]

How to tag (@ mention) a coworker in notes/calls/meetings

You can tag a teammate to send them an email notification with your message and a link to the note/call/meeting.

To tag somebody:

1. Type the "@" symbol into the text field
2. Type out their name
3. Select the person you'd like to tag from the drop-down list

[Back to top]

Where can I see my notes/calls/meetings?

Notes, calls, and meetings are listed on

• the client's newsfeed
• the contact's newsfeed (if you assigned the note/call/meeting to a contact)

You can also track notes/calls/meetings through the

• Dashboards (Sales, Production, Finance, Management), My Reminders tile (old Dashboard), Reminders calendar (Newsfeed tab), and Reminders icon if you created a reminder/task for yourself
• Sales Dashboard's Activity report
• Sales Target's "Last activity" column, if the note/call/meeting was the last activity on the client's page

[Back to top]

Pinning Notes/Calls/Meetings on the Newsfeed

You can pin any note, call, meeting, or email on the client newsfeed so that it appears at the very top of the feed.

To pin a note, call, meeting, or email:

1. Find the note, call, meeting, or email you need > Click Pin

The pinned note/call/meeting/email will now appear at the top of the feed and can be identified as a pinned post by the blue line appearing on the left-hand side. 

To unpin a pinned note/call/meeting/email:

1. Locate the pinned note/call/meeting/email > Click Unpin

[Back to top]

Deleting Notes/Calls/Meetings/Emails from the Newsfeed

To delete a note, call, meeting, or email from the Client Newsfeed:

1. Find the note, call, meeting, or email you need > Click Delete
2. Click OK in the browser pop-up

The post will now be permanently removed from the newsfeed. 

[Back to top]