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

  1. Make sure you are logged into the Market Leader Admin interface.
  2. In the navigation list, click Contacts.
  3. In Summary view, if necessary, scroll to view Comments.
  4. In New Comment, type a comment.
  5. Check Share this comment with Agent.
  6. Click Save.

See Also