Logging Notes Follow
Documenting your notes in the CINC system is easy to do! View the video below to learn how:
Documenting your notes in the CINC system is easy to do! View the video below to learn how:
Comments
4 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!
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