Note Mode

Note Mode lets you add notes to a conversation without sending anything to the lead.

Normal messages go to the lead. Notes stay internal—only you and your team can see them.

Use notes for: - Reminders — "Call back after 3pm" - Context — "Spoke with their assistant first" - Updates — "Emailed pricing sheet separately" - Team handoffs — "Taking vacation, please follow up"

Notes appear in the conversation timeline but are clearly marked as internal.

Notes shine in situations where you need to record something without contacting the lead:

Before a callback Jot down "Mentioned they need 3 quotes by Friday" so you remember the context.

After a meeting Add "Met in person, very interested, decision in 2 weeks" while details are fresh.

When handing off Leave a note for a colleague: "Hot lead, prefers phone over text, call before noon."

Tracking next steps "Waiting for them to get board approval" keeps the status clear.

Documenting research "Looked up their company—50 employees, opened 2nd location last year."

To add a note to a conversation:

1. Open the conversation 2. Tap the Actions menu (the icon next to the message input) 3. Select Note Mode 4. Type your note 5. Tap Send

The note is saved to the conversation but not sent to the lead. You'll see it marked as a note in the timeline.

To switch back to regular messaging, tap the Actions menu again and select Message Mode (or toggle Note Mode off).

Notes appear right in the conversation timeline, mixed with regular messages.

They're styled differently so you can tell them apart at a glance: - Different background color - Marked as "Internal Note" or similar label - Show who added the note and when

Scroll through the conversation and you'll see notes alongside messages, calls, and other activities—everything in one place.

SalesPartner has two types of notes:

Note Mode (in conversations) - Tied to a specific moment in the conversation - Appears in the timeline - Great for context about what's happening right now

Contact Notes (in settings) - General information about the contact - Lives in the contact's settings page - Great for permanent reference info (preferences, background, etc.)

Use Note Mode for conversation-specific details. Use Contact Notes for information that applies broadly to the contact.

Sales teams Track objections, competitors mentioned, and decision criteria without cluttering the conversation.

Customer service Document troubleshooting steps you've tried or technical details to share with specialists.

Scheduling Note availability windows, preferred times, or scheduling constraints.

Multi-touch sales Keep a running log of every interaction: "First call - qualified. Second call - sent proposal. Third call - negotiating terms."

Compliance Record verbal agreements or commitments mentioned during calls for your records.