What it is
The Notes card sits on the right of the live call screen, so you can type while the person talks. Whatever you type carries into the result popup and saves to the contact when you save the result.
Where to find it
Dialer > live session > Notes
Steps
- When a call connects, click in the Notes box on the right and type.
- When the call ends, the same notes appear in the result popup. Edit them if you like.
- Press Save and next call or Save and stay on lead. The notes save on the contact with the result.
Good to know
- Notes are typed once and saved once, with the result. Closing the popup without saving does not save them.
- The notes box clears for each new call.
- On a recorded call with RealDialer AI, an empty notes box may be filled in from the call recording, and a link offers to add those notes to what you typed.
- You can read past notes on the History tab and on the contact record.
- Ending a session while on a call does not save notes for that call unless you save a result first.
Was this guide helpful?
Thanks. It helps us make these better.
Next in Dialer
Text people who did not answerDuring a session, everyone whose call rang out, was busy or went to voicemail builds up in the People to text card. Each person has their own Text button, so evUse a script during a callYour calling script sits on the Conversation tab during a live call, with the person's details filled in. It shows one section at a time, with a switch between Verify your callback phoneYour callback phone is the cell where people ring when they call your caller ID back and nobody answers in the browser. It is never shown to the people you call
Still stuck? Write to support@realdialer.com, or open Support from inside RealDialer.