Sales 866.702.7303
or Contact Support

Log In
or
Sign Up

Support Zone

How do I write a note?

Notes are a mechanism that provide the ability to keep a running conversation with your leads. Notes are also a sign of progress that someone has touched a relationship. PipelineDeals uses notes for you to add specific details about leads as part of your sales tracking process. Every note in PipelineDeals also has the ability to associate a Note Category. During your new business development and lead qualification you can write notes to remember exactly what you said to whom, when and where. To write a new note, simply click into a highlighted row or navigate to a Lead Profile Page by clicking on a Leads Name. Select an appropriate Note Category then type your message and press enter. Your notes will be automatically time stamped for future reference.