Note List, Bullet Points, Paragraph Formatting
gathering votes
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Tom Williams
Would love to add notes as a list in the system instead of a long sentence. Long detailed paragraphs are great in some cases, but when I want to just throw down some quick details, it would help me to have the ability to list things or use bullet points.
Drew Adler
Merged in a post:
Highlight or Separate the Customer Comments in the Lead
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Lucy Skirvin
The internet lead is challenging to read especially when trying to find customer comments or their specific requests. The lead is a run on text format without breaks to see where generic information on the vehicle ends and customer specific requests begin. Highlighting, Bolding or separating the Comments section in the lead would help us to answer the customer’s specific requests. Agents are having a hard time finding those comments. The XML is a little easier, but still does not clearly define customer comments.
Shelby Parker
Hello Lucy Skirvin! I have a few more questions for you:
- Can you provide examples of the specific information you are having difficulty locating within the lead?
- What format would you suggest for separating or highlighting customer comments to make them more noticeable?
- How often do you encounter this issue and how does it impact your workflow?
Drew Adler
Merged in a post:
Lead Note Formatting Update
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Vick Sharma
Lead notes are very hard to read would prefer to have lead lists that state lead source alot of information lots of lead information that isnt helpful but helpful information missing
Shelby Parker
Thank you for posting, Vick Sharma! I have a few more questions for you:
- Can you specify which information in the lead notes you find unhelpful and which information you find missing?
- Could you provide an example of how you would like the lead source to be stated in the lead lists?
- Are there any specific formatting changes you would like to see in the lead notes to make them easier to read?
Drew Adler
Merged in a post:
Note Formatting
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Patty Romeo-VanDyke
why do notes have to look like one big long run-on sentence. I'd like to see some structure... same with previewing emails... if the preview shows what the customer's going to see, I wouldn't send it. Previews are not accurate to what the customer sees.
Shelby Parker
Hiya Patty Romeo-VanDyke, thanks for this post! I have a few more questions for you:
- Can you provide specific examples of where you'd like to see more structure in the notes?
- Could you clarify what you mean by 'previews are not accurate to what the customer sees'?
- Are there specific formatting options you'd like to see implemented in the notes and email previews?
Drew Adler
Merged in a post:
Vertical notes
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Leslie Anthony
On KBB leads, I copy and paste the details in the notes, but they all run together. It would be nice if there was a way to "list" in the notes vertically.
Drew Adler
Hey Leslie Anthony - great feedback! I'll get this merged to a similar request regarding Note formatting.
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Leslie Anthony
Drew Adler: Thank you. YES PLEASE!
Drew Adler
gathering votes
Drew Adler
Hey Tom Williams - thank you so much for the feedback! We will continue to monitor this request for additional feedback and you will receive updates automatically should they occur.
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