Taking notes in ZELIQ is a process that helps you keep track of important information about your leads. Follow this step-by-step guide to add and manage notes within the ZELIQ platform.
🚨 This process will be improved super soon!
1️⃣ Select the Lead
In your All Leads/My Leads tab, find the specific individual you want to add a note to.
Click on their name to open the side panel, which will be displayed on the right-hand side of your screen.
2️⃣ Schedule a Task
To access the global overview page of the lead, you first need to schedule a task.
On the side panel, click on "🗓️" (the calendar icon) to schedule a task.
Go on the Task tab in ZELIQ's menu on the left
3️⃣ Add a New Note
To add a note, simply click on the "Note" button.
Write down the relevant information, whether it’s about a recent conversation, meeting details, next steps, or any other important context about the lead.
Pro Tip: Make sure to be as detailed as possible so that you and your team can refer back to this information when needed.
3. Click on "Done" to finish save your Notes and schedule a follow-up task if needed.
4️⃣ Consult Your Notes
You can consult your notes directly from your leads' lists:
Click on your lead's name to open the side panel.
Scroll down on the "Activity" section and click on the ">" to access your notes' history
🍬 Bonus Tip: Collaborate with Your Team
All notes are shared across your team, so it's a great way to keep everyone on the same page regarding the progress and status of leads.
👩🏼💻 For further information, please do not hesitate to contact us: