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:

1. Click the "Activity" tab 
2. Select "Add Note"
3. Enter note details in the text field
4. Click "Create Note"

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Logging a call

To log a call on a client page:

1. Click the "Activity" tab 
2. Select "Add Call"
3. Enter call details 
4. Click "Create Call"

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Logging a meeting

To log a meeting on a client page:

1. Click the "Activity" tab 
2. Select "Add Meeting"
3. Enter meeting details 
4. Click "Create Meeting"

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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
   

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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

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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 the icon to 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 the icon  to Unpin

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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 the icon to Delete
   
   
   

The post will now be permanently removed from the newsfeed. 

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