Notes Tracking

Key features and capabilities of the widget:

• Select the object type for note analysis: contact, company, or deal;
• Choose the note type (Deal Created, Incoming Call, Outgoing Call, etc.) and define the widget trigger condition;
• Select the widget output: create a task, add a tag, change the deal status, assign a new responsible person, or launch a salesbot;
• Select a pipeline and status for Notes Tracking.

This widget can be used as a standalone service or as an addition to your existing widgets. For example:

• Create a callback task when a call is missed
• Change the deal status when distributing between managers using the Deal Distribution widget.

You can install and try it for 10 days WITH NO LIMITATIONS.

View the instruction