Add a Quick Note - Campaign “Take Action” settings

The Cloze Campaigns feature is included as part of the Cloze Business Platinum Plan

Each type of Campaign step will have its own settings. For example, a step to automatically send an email will have different settings than a set to automatically send an email.  

Quick Notes can be used to add a simple note to the timeline of contact and to notify team members. A directed Quick Notes lets you quickly notify a single person about your note or a group of team members with the specified Tag. For example, if a Quick Note was entered with @marketing, all team members with the #marketing tag would be notified of the note. 

A common use of Quick Notes is to direct a note at a Lead Pond

For example, to notify everyone in a Lead Pond called "Pond A" about a new lead, a Quick Note like "@pond-a New Lead" is entered. This action can be automated with a Campaign. 

Below you will find the "Take Action" campaigns settings for  Add a Quick Note:

  • Note Details
  • Tag and Notify Team Members
  • Reassign After Notify

Add a Quick Note Campaign "Take Action" Settings.

Tap on the + icon and select Add a Quick Note.

Note Details

Note Text

Set the subject text for the Quick Note. A Quick Note can be a simple note in the timeline of a person or a Quick Note can also be used to notify Lead Ponds using a directed Quick Note

For example, to notify everyone in a Lead Pond called "Pond A" about a new lead, the Quick Note text could be something like "New Lead!".

Tag and Notify Team Members

A Tag added in this setting section will add a Tag to the contact and notify other team members that also have this same Tag (i.e. this can be used to notify a lead Pond). 

Reassign After Notify

After notifying team members, allow any user with the appropriate Self Assign Role permission to assign this contact to themselves. 

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