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Notes
Add Call log in Call section in Communication Page
If the agent is having a call with a client through their personal phone or any other medium, they can save the notes based on
Saved files uploaded in notes available under Files
If you save a file in the notes section under the deal card, the file attached will also be available to view under the File
Link in Notes Timeline
Now you can add the Notes by Mentioned Links as given below: 1. Now you can mention “@” and add the agent’s name. The particular
Notes Edit/Delete Logs in Contact360 Logs
Now in the log section under contact 360, you can get the details of the notes that are edited or deleted. To view the
Pinned Notes in Contacts and Accounts
You can now pin and unpin your notes in the contact 360 and the account 360 section. Once you pin the notes, they will appear
Manual Sync of Activities in AMS360
Now you can sync the activities of contact with AMS 360. The sync option can be either manual or automatic. To view the enhancement: Navigate
Notes with Files in Contact360 and Pipeline Card
Now agents/CSR can add notes along with attachments in the deal card or Contact 360. To view the enhancement in Pipeline Navigate to Pipelines Click
