Customize Color of Pinned Notes
gathering votes
A
Austin Revell
Pinned notes are great, but they do kinda blend in with the note box right above them. being able to set custom colors might help keep the attention the note was meant for.
Drew Adler
Merged in a post:
Manager notes
P
Paul LaRock
Separate color-coded notes area a manager can add notes to help salespeople move a deal forward. For example...I listened to a phone call that had already transpired and was going to give pointers on how to make the call better next time.
This would also be an area a manager could give a salesperson feedback when the salesperson is not in store. A different color like the AI is vs the salesperson.
Shelby Parker
Great to hear your perspective, Paul LaRock! I have a few more questions for you:
- What specific colors would you suggest for the manager's notes to differentiate them from AI and salesperson notes?
- How frequently do you anticipate managers will use this feature to provide feedback to salespeople?
- Would you like the ability to categorize or tag these notes for easier reference in the future?
Drew Adler
gathering votes
Hey All - we greatly appreciate the feedback! We will continue to monitor this request and as it gains additional feedback you'll receive updates automatically.