Add notes for better collaboration and context

Notes can be added when sharing segments, providing valuable context. They can also be added to specific accounts or developer profiles for better collaboration and clarity.

Reo.Dev Notes help users clearly communicate the reasons behind sharing a segment. Without this context, team members may struggle to understand the significance of a shared account or lead.

Similarly, when an account or lead looks promising, the lack of notes can make it difficult to remember why it stood out. Users often have to revisit its activity history to piece together the details, which can be time-consuming. Notes solve this issue by providing clear, shareable context, streamlining collaboration and decision-making.

Step 1: Click on Share Segment from the 3 dotted menu

Step 2: Select the user you want the share the Segment with and add the relevant context behind sharing the Segment in the Notes sections.

Users will receive an email notification informing them that a segment has been shared with them, along with the accompanying notes.

In the "Shared with Me" section, they can see the shared segment, who shared it, and any notes added for context.

Adding notes to interesting accounts

Click on any account from the accounts dashboard. Then, Click on Notes.

Add your notes. You can view all historical notes along with the details of who added them and when. You can also update the account status directly from here.