Capture sales field notes
Sales reps log quick notes from the field — site walks, vendor meetings, inspections — searchable later by project, customer or date.
A field note is a lightweight write-up a Sales rep posts from the field or at the end of the day. It is less formal than a lead activity and does not require a mandatory outcome — the goal is to make it quick enough that reps actually use it.
Managers and Heads see every rep's notes rolled up on their team view. Admins see everyone's. Reps see only their own.
Add a field note
Step 1: Open Sales management → Field notes
Click Add note.
field-notes-01.png
Step 2: Fill in the note
Title, body (free text, markdown supported), optional project, optional customer or lead linked record.
Step 3: Attach a photo
From mobile you can attach a photo of a flyer, hoarding, or signage straight from the camera.
Step 4: Save
Note is posted. Managers get a feed of all notes under their team.
Project field notes
Operations teams have their own equivalent under Project management → Field notes, scoped to construction operations rather than sales activity.
What's next
- Leads — formal lead activity trail.
- Site issues — formal site-issue log for Operations.