Share Comments
As mentioned previously in Best Practices - Lender, when you share comments, you increase effectiveness of the team of people working with a contact. In a Contact Summary, you can view previous comments and add new comments. When you add a new comment, you have an opportunity to share a comment with an associated agent. You can use comments to record miscellaneous contact information or out-of-channel (i.e. non-Market Leader) messages. You can enter notes on phone calls or copy and paste emails sent from an email address not associated with a contact. An agent is able to see a shared comment when he or she reviews contact comments. An agent can also share comments with you. The following graphic shows a Comments panel with the list of previous comments, a New Comment text box, a Share this comment with Agent check box, and a Save button. To enlarge the image, click the thumbnail.
Share Comments with an Agent
- Make sure you are logged into the Market Leader Admin interface.
- In the navigation list, click Contacts.
- In Summary view, if necessary, scroll to view Comments.
- In New Comment, type a comment.
- Check Share this comment with Agent.
- Click Save.
See Also
Example
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