Call notes

How it works

1. 1.

   Open the note straight from the call, during or right after the conversation

2. 2.

   Write up the summary of the exchange

3. 3.

   The note is attached to the call and to the matching contact

4. 4.

   Find all of a contact's notes in their history

5. 5.

   Authorised colleagues see the context before calling back

Use cases

• Keeping a record of a commitment made on the phone, with its date.
• Handing over: whoever calls back reads what was said before dialling.
• Building the history of a customer relationship without buying another tool.
• Preparing a call back: the note says what to check before picking up the phone.
• Absence or departure: what a colleague knew about customers does not leave with them.
• A complaint: the sequence of exchanges reads in one block, in order.

Benefits

• The note is written during the call, without switching windows.
• It stays attached to the call and the contact, where people look for it.
• A contact's history reads at a glance, in order.
• The team shares the context: whoever calls back knows where the matter stands.
• Nothing to install and nothing to sync: it is in the tool you already use.

Examples

• A customer accepts a quote over the phone: the note keeps the date and the amount, and sales finds it at follow-up.
• An engineer notes the steps taken with the customer: nobody repeats the explanation next time.
• A colleague on leave: whoever takes their calls reads the last three exchanges before ringing back.

In the panel

Read the guide: Prendre des notes pendant un appel et les retrouver