Adding and Editing Notes for a Prospect on Outplay

A step-by-step guide on how to edit notes and call logs for your prospects

Keeping track of all the details about your prospects is an essential part of any sales process. By adding notes to your prospect's information, you can keep track of important details and stay organized.

In this article, we'll show you how to add and edit notes for your prospects in just a few easy steps.

Adding Notes for a Prospect

Here’s how you can add notes for a prospect on Outplay:

Log into Outplay. Click Prospects from the sidebar menu in the Engagement section.



Double click a prospect to open the Prospect’s Info Panel and navigate to the Notes section. Write your note in the text box provided.



Click Save.

Editing Notes for a Prospect

Here’s how you can edit notes for a prospect on Outplay:

Log into Outplay. Click Prospects from the sidebar menu in the Engagement section.



Double click a prospect to open the Prospect’s Info Panel and navigate to the Notes section.



Find the note you want to edit and click the Edit icon.



Edit the note in the text box provided.



Click Save.

Adding and editing notes and call logs for your prospects is a simple and effective way to keep track of all the important details related to your sales process. By following the steps outlined in this article, you can easily stay organized and keep your sales process on track.

Updated on: 07/06/2024