Memos
Memos function as private notes that can be created for any lead. These annotations remain completely confidential to your team and are never visible to customers.
Consider this functionality as maintaining a comprehensive record system where you document essential details about each customer interaction.
What should you include in memos?
Document any information that may prove valuable for future reference:
- Budget parameters and spending preferences
- Timeline requirements and project deadlines
- Lead quality assessment and purchasing intent
- Communication preferences such as “avoid calls after 6pm” or “mentioned receiving multiple quotes”
- Team member assignments and specialization requirements
How to add a memo
Navigate to your leads table and select the “Memos” column for the appropriate lead. Enter your note and confirm by clicking “Add”.
The memo becomes visible within your conversation interface while remaining completely hidden from the customer.
Key operational considerations
All team members have read access to memos, while customers cannot view this information. Once saved, memos cannot be edited and require deletion followed by recreation for changes. Deletion privileges are restricted to the memo’s original author.
Effective memo composition
Following established documentation practices enhances team collaboration:
Budget documentation - Record specific parameters: “Budget approximately $2000” or “Price-sensitive customer seeking lowest cost option”
Communication patterns - Document interaction preferences: “Highly responsive to text communications” or “Prefers weekend consultations”
Project specifics - Capture critical details: “Completion required before daughter’s wedding in March”
Risk assessment - Flag potential concerns: “Payment terms require clarification” or “Detailed specifications expected”
Team coordination - Facilitate handoffs: “Mike should handle this consultation” or “Recommend premium service package”
Strategic value of memo documentation
Customer relationship management involves numerous interactions across extended timeframes. When prospects reconnect weeks later, comprehensive memo documentation enables informed responses that demonstrate genuine interest in their specific requirements rather than requesting repetitive information.
Furthermore, when team transitions occur, detailed memo records ensure continuity and prevent relationship deterioration due to knowledge gaps.
For additional support, contact our team at support@nzleads.com