Keeping Tabs on Contacts Can Be a Pain
Some teams have more than one person managing reps. During busy seasons, y'all could be managing hundreds of reps.
Here's What We've Seen:
One teammate texts with a rep on the phone.
The rest of the team cannot see that chat.
Another person opens the conversation in ConveYour, but doesn't know the context.
A third person who had contact with the same rep, starts a new thread.
Most of the team is unaware of where this rep is in the pipeline.
Conversations stall.
The rep falls through the cracks.
Does this sound like your experience?
If so, internal note are the solution. These "conversation comments" allow your whole team to know the context of your reps during recruiting, onboarding, and training.
The best part? Internal Notes are now baked-in for ALL accounts!
Here's How Internal Notes Work:
Navigate into a Conversation.
Click Internal Note (your message turns into a note with a slight yellow tint)
Add your message
@ the person who should see it
Click "Add Note" (or press Shift + Enter to send the note)
Now your team is up-to-date on your rep's progress
Other Notes:
You can edit or delete a note you made.
A guest user can delete only their own notes.
An admin can delete any note.
Wrapping Up
Keeping track of conversations is a crucial part of recruiting, onboarding, and training. Internal Notes allow your full team to stay informed on where your reps are. Since the rep is critical to your main mission, you should treat them as such. Internal Notes ensure you anticipate your rep's experience.
Want to Learn More about ConveYour?
Schedule a Demo to See ConveYour in Action!