Making Notes in the Dashboard

Once you have listened to a call you may want to leave a note for yourself or a team member.

You can leave notes in the "30 Day Snapshot" Section or the "Rebooked Opportunities" Section of the dashboard. Simply click on the play button of the call you want to leave a note for. A screen will pop up that looks like this. Type your note and click "add", close the screen.

 

Screen Shot 2023-08-10 at 12.55.42 PM

 

Once you add a note a small bubble will appear that indicates a note is left for that call.

 

Screen Shot 2023-08-10 at 12.55.57 PM