How do I add a quick note to a timeline?
You can add Quick Notes to any Person, Company, Project or Deal. You enter the text using conversational language and Cloze will automatically detect the type of note or activity to log in the timeline.
You can also @ a member of the deal team in a quick note. They are alerted and it's posted in the timeline. See the article " How to tag team members in a quick note".
For example you can type in...
- I called Arthur to introduce myself. → This will log an outbound call.
- I sent Arthur a text about our upcoming project. → This will log an outbound text message.
- I sent Arthur a WhatsApp about our upcoming project. → This will log an outbound text message.
- I received a FB message from Arthur about our upcoming project. → This will log an inbound text message.
- I met with Arthur to discuss his project. → This will log a meeting.
- Call about the project tomorrow at 2pm. → This will set a To Do for tomorrow at 2pm.
1.) Along the top of a Person, Company, Project or Deal enter in your Quick Note text.
2.) Enter your text and tap on Add or tap on the enter key.
