How to Use the Notepad in BIGContacts

Keeping track of important details about your contacts ensures seamless follow-ups and better relationship management. The Notepad feature in BIGContacts allows you to store critical information directly within contact records, making it easier to access past notes, action items, and updates when needed.

Why Use the Notepad?

Keep Important Details in One Place – Store meeting notes, call summaries, and follow-up reminders where they belong—inside the contact record.
Track Customer Interactions – Review past discussions and updates to avoid repeating conversations and ensure smooth follow-ups.
Improve Team Collaboration – Share notes with team members so everyone has the latest information when handling a contact.

Use Case: Keeping Track of Client Requests

A sales representative takes a call from a potential client interested in a service package but not ready to purchase. The rep logs the details in the Notepad, including key concerns and a follow-up date. When reaching out again, they can reference these notes to personalize the conversation and address the client’s needs directly.

How to Use the Notepad in BIGContacts

Open the Notepad:

Navigate to the specific contact record. Click "More" and select "Note" from the dropdown menu.

Add & Save Your Note:

In the Subject field, input a title for your note. Enter your note details in the main box below and click "Save" to save the note into the "Note Pad" folder.

Note: If you want to add a note or log a call directly to a contact's History, use the "Add History" feature. You can learn more about the "Add History" feature here.

Adding Click-to-Call Links to the Note Pad

Switch to HTML Mode:

Click the "More" button and select "Note" from the dropdown menu.
Input a subject for your note and click the "Source" to enable HTML editing.

Format Phone Numbers

Add phone numbers in the following format:

123-456-7890

Click "Add" to save your note. Once saved, the phone numbers become clickable for direct calls.

Best Practices for Using Notepad

Use Clear Titles – Make notes easily identified with a subject line summarizing key details.
Keep Notes Updated – Add new information after every interaction to maintain an accurate history.
Avoid Sensitive Information – Notes should contain only relevant details, as they may be accessible to team members with the correct permissions.

That's all about using the Note Pad. If you encounter any issues or have any questions, don't hesitate to reach out to our support team.

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