There are 3 main ways to take notes in Releventful:
1.) Taking notes at the Lead/Client level: Lead Records
2.) Taking notes at the Event level: Event Details
3.) Taking notes at the Event level: Sales Details
Taking notes at the Lead/Client level: Lead Records
This is a great area to store information if you want to capture notes regarding calls, emails, tasks, or other general items related to your client or lead. To take notes here:
Navigate to Contacts (or Manage Contacts from the event you are working in)
Select the Lead/Client you wish to take notes (or choose Edit from the event contact area)
Click Records
Choose Add Record and select the Type
Take notes and click Save
Taking notes at the Event level: Event Notes
This is a great area to store notes if you want to capture details that should be visible to your event staff scheduled to work the event and should be related to this particular event only. To take notes here:
Navigate to the Event Portal
Click the Event Notes tab at the top of the screen
Enter your notes and click Save at the top of the screen
Note: Event Notes can be utilized as an internal field for staff only details, or it can be included in BEOs and scheduled messages as needed.
Taking notes at the Event level: Sales Details
Similarly, this is a great area to store notes if you want to capture details that will be visible to your Admins and Sales staff only and should be related to this particular event only. To take notes here:
Navigate to the Event Portal
Click on the Sales Pipeline tab of the event screen
Scroll down to find the Sales Details field
Enter your notes and click Save at the top of the screen