Help Center

Managing Notes

Notes in LeadCenter.AI allow you to document important client interactions, meeting summaries, and key updates—ensuring you always have the right context when engaging with contacts. With centralized note-taking, your team can easily track communication history and collaborate more effectively.

Adding a New Note to a Contact or Financial Account

Notes can be added at two levels:

• Contact-Level Notes – Notes added directly within a contact’s profile.
• Financial Account Notes – Notes added within a contact’s Accounts section for specific financial accounts.

Steps to Add a Note

1. Navigate to the Contact or Financial Account

   • For Contacts: Go to Contacts from the left-side menu and select the contact you want to add a note for.

   • For Financial Accounts: Go to Accounts from the left blue menu, find the account, click the Account ID, and scroll down to the Notes section.

2. Open the Notes Section

   This section displays all previously recorded notes for the selected contact or account.

3. Click "+ Create Note" (for contacts) or "+ Add" (for financial accounts)

   A new note creation box will appear.

4. Enter Your Note

   • You can manually type your note, select a predefined note template from the Template dropdown, or choose from the 7 autofill options:

   • Left a message
   • Left message 1
   • Left message 2
   • Left message 3
   • Called: No Answer
   • Called: Asked me to call back
   • Called: Not Interested

   • Selecting an autofill option will populate the note field, and you can edit or add additional details as needed.

   • If you don’t want to use a template or an autofill option, simply enter your own note manually.

5. Upload Documents to Notes (Optional)

   • You can attach supporting documents to the note by clicking "Upload File".

   • Supported file types include PDFs, Word documents, images, and spreadsheets.

   • Documents added to notes will also be available in the "Documents" section of the contact details page, ensuring centralized access to all files for each contact.

6. Tag Team Members (Optional)

   Use the "Tag Team Members" option to notify specific users about the note.

7. Select a Note Category

   Choose a category that best describes the note for easier tracking.

8. "Added By" Information

   • The note will be automatically assigned under your name inside this contact.

   • The "Added By" field is uneditable and reflects the user who created the note.

9. Attach a Workflow (Optional)

   • Select a workflow from the dropdown menu to run after the note is saved.

   • Only published workflow templates will be available for selection.

10. Click "Save Note"

    The note will be logged in the contact’s history with a timestamp and your user details.

Using Notes in Workflows and Automation

Notes can be incorporated into workflows in the following ways:

1. Attaching a Workflow to a Note

   • When creating a note, you can attach a workflow that runs after the note is saved.

   • This allows you to automate follow-up actions immediately upon logging a note.

2. Using Notes as Workflow Filters

   • You can use the "Contact Updated" trigger in workflows and apply a filter for notes.

   • This allows you to check if the latest note contains a specific keyword and trigger a workflow action accordingly.

3. Automated Meeting Notes from Zoom

   If Zoom is connected to LeadCenter and the Zoom Meeting Summary AI Companion is enabled, then after any meeting with the contact is conducted using the LeadCenter Calendar and Appointment system, the Zoom Call Summary will be automatically added to the Notes section of that contact.

Searching for Notes

To find specific notes quickly, use Global Search, which allows you to search across Contacts, Appointments, Tasks, and Notes from the top header menu.

📌 Learn more about how to use Global Search effectively in LeadCenter: ➡ Read the Global Search Help Article

Best Practices for Using Notes

• Keep notes concise and actionable – Avoid unnecessary details while ensuring clarity.
• Use tags and mentions – Notify team members about important updates.
• Log notes immediately after meetings or calls – Maintain accurate and up-to-date client records.
• Attach supporting documents – Upload important files directly to notes for reference.

Need Help?

If you have any questions or need assistance, please contact LeadCenter Support at support@leadcenter.ai.