Memos

Memos are private notes you can add to any lead. They’re only visible to your team — customers never see them.

Think of them as your scratch pad for each customer. Jot down what matters so you (or your team) can pick up right where you left off.

What should you include in memos?

Write down anything that might be useful later:

• Budget range and spending preferences
• Timeline requirements and deadlines
• How qualified the lead seems
• Communication preferences like “don’t call after 6pm” or “mentioned getting multiple quotes”
• Who on your team should handle this lead

How to add a memo

Go to your leads table and click the “Memos” column for the lead. Type your note and click “Add”.

The memo shows up in the conversation view but stays hidden from the customer.

Key details

All team members can read memos, but customers can’t. Once saved, memos can’t be edited — you’ll need to delete and recreate them. Only the person who wrote a memo can delete it.

Writing good memos

Keep them short and specific:

Budget - “Budget around $2000” or “Price-sensitive, shopping around”

Communication - “Very responsive to texts” or “Prefers weekend appointments”

Project details - “Needs it done before daughter’s wedding in March”

Heads up - “Payment terms need clarification” or “Wants detailed specs”

Handoffs - “Mike should handle this one” or “Recommend the premium package”

Why memos matter

You talk to a lot of people over time. When someone reaches out again weeks later, a quick memo means you can pick up the conversation without asking them to repeat everything. That kind of thing makes a real impression.

And when someone else on your team takes over a lead, good notes prevent the “sorry, can you remind me what we discussed?” problem.

For additional support, contact our team at support@nzleads.com