When a website user interacts with one of your Further tools and provides their name, phone, and email address, this creates a lead, which then creates a conversation in your Further Dashboard.  This conversation provides the exact interaction that the prospect had with your Further tool(s) and will be sent to you via your preferred method of communication (email, your CRM and/or via SMS to your cell phone).  

In this article, we’ll go over how to add personal notes right in the conversation.

• Add Notes to a Conversation

Add Notes to a Conversation

In a conversation, look to the bottom left. Above the message field, click the +Add Note button. 

The Add Note window will open. Enter the desired information in the Note field. Notes are not visible to prospects and are only visible to your community team. Click Save to add the note. 

Notes are easy to see in conversations with the Further Website title. 

You can use the top filter to see all of the notes in a conversation. Click the Show dropdown and select Notes. All notes made for that conversation will be displayed. 

To edit a note, click Edit Note.

The Edit Note window will open. Make the desired changes in the Note field and then click Save. 

Note: Notes do not currently push into the CRM and are only viewable in your Further Dashboard. 

Any conversation with a note will have a note icon under the Lead image. 

You can easily find any conversations with a note by using the Activity dropdown and sorting by Note Added.