Logging Notes Follow
Documenting your notes in the CINC system is easy to do! View the video below to learn how:
The video in the help article includes the old lead details. We are actively working to update all help an training content to reflect the update. For more information on your new lead details, CLICK HERE.
Comments
6 comments
Very useful Thank you
Not helpful! It's a pretty intuitive system... what is NOT intuitive is WHAT a lead will/will not see. Of course, that information is not in this "article". In other words: WHO exactly sees the notes (if anyone) other than the person adding the note???
Hi Amy! Rest assured your leads cannot see your Leads dashboard nor any notes pertaining to them within your CINC system. Within the CINC system, the user that added the note can see that information. If you are on a team platform, only users that are assigned to the lead or have been granted access/permission to lead details can see lead notes as well. Hope this helps!
Used the new know how today. It flowed better after training! Thank you much!
is there any way to activate voice for entering notes, I am using Mac Mini & it allows to add any website so voice commands can be used as long as that website has options
Hey Ajay! I just tested this using the directions in this Apple Help Doc. Once you follow the directions to enable dictation, you will be able to dictate in any text field. To activate dictation you need to click the microphone button on your keyboard or use the dictation keyboard shortcut. Hope the info in the Apple Help Doc helps you out with dictating notes.
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