How to Add Notes?

How to Add Notes?

Overview

This article will guide you on how to add text notes and voice notes across different modules in the mobile app. You can add notes from multiple sections such as Leads, Lead Profile, Update Lead Stage, Application Profile, Change Application Stage, and Opportunity Profile. Notes help you keep track of important updates, interactions, or reminders for leads, applicants, and opportunities.

Plan & Permissions

Module
Permission Name
Leads
Lead Manager > View Leads
Leads
Lead Nurturing/User Module > View Lead Profile
Leads
Lead Nurturing/User Module > Add Lead Remark
Applications 
Application Manager > View Applications
Applications 
Lead Nurturing/User Module > View Applicant Profile
Applications 
Lead Nurturing/User Module > Add Applicant Remark
Opportunity
Opportunity > View Opportunity Lists
Opportunity
Opportunity > View Opportunity

Step-by-Step Instructions

Leads

Step 1: Open the Leads from the navigation menu.
Step 2: Tap the three-dot icon (⋮) next to a lead and select Notes.

To Add a Text Note

Step 1: In the text notes box, type the note you want to add.
Step 2: Tap Save. Your note will appear in the Lead Timeline.

To Add a Voice Note

Step 1: Tap Add Voice Note.
Step 2: Tap Start to begin recording (automatically stops after 1 minute or tap Stop to end earlier).
Step 3: Tap Play Button to review your recording.
Step 4: Tap Save to add the voice note to the Lead Timeline.

Lead Profile

Step 1: Open a lead’s profile.
Step 2: Tap the + icon and select Notes.

To Add a Note (Text or Voice)

Step 1: Choose the type of note you want to add. You can either add a text note or a voice note at a time.
  1. Text Note: Type your note in the text box and tap Save. The note will be added to the timeline.
  2. Voice Note: Tap Add Voice Note, then tap Start to begin recording. The recording will stop automatically after one minute or you can stop it earlier. Tap Play to review the recording, then tap Save to add it to the timeline.
Step 2: Once saved, your note will appear in the respective timeline for future reference.


Update Lead Stage

From Leads: Tap the three-dot icon (⋮) next to a lead, select Update Lead Stage, and use the note option in the stage update window.
From Lead Profile: Tap the + icon, select Update Lead Stage, and use the note option in the stage update window.

To Add a Note (Text or Voice)

Step 1: Choose the type of note you want to add. You can either add a text note or a voice note at a time.
  1. Text Note: Type your note in the text box and tap Save. The note will be added to the timeline.
  2. Voice Note: Tap Add Voice Note, then tap Start to begin recording. The recording will stop automatically after one minute or you can stop it earlier. Tap Play to review the recording, then tap Save to add it to the timeline.
Step 2: Once saved, your note will appear in the respective timeline for future reference.


Application Profile

Step 1: Open an applicant’s profile.
Step 2: Tap the + icon and select Notes.

To Add a Note (Text or Voice)

Step 1: Choose the type of note you want to add. You can either add a text note or a voice note at a time.
  1. Text Note: Type your note in the text box and tap Save. The note will be added to the timeline.
  2. Voice Note: Tap Add Voice Note, then tap Start to begin recording. The recording will stop automatically after one minute or you can stop it earlier. Tap Play to review the recording, then tap Save to add it to the timeline.
Step 2: Once saved, your note will appear in the respective timeline for future reference.


Change Application Stage

From Applications: Tap the three-dot icon (⋮) next to an application, select Change Application Stage, and add a note in the stage change window.
From Application Profile: Tap the + icon, select Change Application Stage, and add a note in the stage change window.

To Add a Note (Text or Voice)

Step 1: Choose the type of note you want to add. You can either add a text note or a voice note at a time.
  1. Text Note: Type your note in the text box and tap Save. The note will be added to the timeline.
  2. Voice Note: Tap Add Voice Note, then tap Start to begin recording. The recording will stop automatically after one minute or you can stop it earlier. Tap Play to review the recording, then tap Save to add it to the timeline.
Step 2: Once saved, your note will appear in the respective timeline for future reference.

Opportunity Profile

Step 1: Open an opportunity’s profile.
Step 2: Tap the + icon and select Note.

To Add a Text Note

Step 1: In the text notes box, type the note you want to add.
Step 2: Tap Save. Your note will appear in the Opportunity Timeline as well as the Lead Timeline.


Change Stage - From Opportunity List

Step 1: Tap the three-dot icon (⋮) next to the desired opportunity and select Change Stage.
Step 2: In the Change Stage window, you will see a Notes section.
Step 3: Enter your note as text in the description box.
Step 4: Tap Save. This will update the opportunity stage and also add the note against that opportunity.

Change Stage - From Opportunity Profile

Step 1: From the Opportunity Profile, tap the + icon and select Change Stage.
Step 2: In the Change Stage window, you will see a Notes section.
Step 3: Enter your note as text in the description box.
Step 4: Tap Save. This will update the opportunity stage and also add the note against that opportunity.

Points to Keep in Mind

  1. Voice notes are limited to 1 minute. Recording will stop automatically after this time.
  2. You can either add a text note or a voice note at a time. If you start typing in the description box, the option to add a voice note will not be available. To add a voice note, you need to clear the text box first.
  3. Voice notes are available in Leads, Lead Profile, Update Lead Stage, Application Profile, and Change Application Stage.
  4. Only text notes can be added in Opportunity Profile.

Conclusion

By following these steps, you can easily add both text and voice notes to leads, applications, and opportunities in the mobile app. This ensures that all important interactions and updates are recorded for future reference.



    • Related Articles

    • How to Add, Edit & Reassign Follow-up Notes and Events?

      Overview The Follow-up Notes feature allows adding and updating follow ups, and notes for leads to keep track of interactions. This feature helps record key details such as discussions, preferences, and next steps. Notes can be added for new ...

    • How to Add an Event (Follow-Up)?

      Overview The Event feature allows you to log and manage follow-ups and other important activities directly from Lead, Application, or Opportunity records. You can add events from multiple points in the system. When you add an event, details like ...

    • How to Add a Dynamic Activity via Mobile Application?

      Overview Dynamic Activity unifies every lead/opportunity action into one connected timeline inside your CRM. Now, every action a student takes, either online, offline, or on external platforms, is pulled into one unified story inside your CRM. ...

    • How to Change the Stage of an Applicant via Mobile App?

      Overview The Stage Update feature allows users to update the progress status of Leads, Applications, and Opportunities directly from the mobile app. This can be done either for a single record or for multiple records in bulk. In addition to changing ...

    • How to Change Lead Stage?

      Overview The Lead Stage helps categorize leads based on their disposition after evaluating their interest. By default, the lead stage remains unchanged until updated by the lead owner. The Lead Stage is a critical tool for tracking and managing the ...