Notes
Add and manage notes throughout your sales process in FirstQuadrant. Notes can include meeting summaries, AI instructions, or personal reminders, and are processed by the AI to guide next steps. Notes can be added manually, during imports, or in response to AI tasks, with customization options available in Fine-Tune Settings.
FirstQuadrant allows users to add notes in multiple places within the conversation history to enhance sales tracking and AI-driven recommendations. Notes can be used for documentation, AI instructions, or personal reference, ensuring seamless sales process management.
Adding notes
Users can add notes in several ways:
- When adding a contact manually – Notes can be included while creating a new contact to ensure all relevant details are stored from the beginning.
- During bulk imports – Users can add bulk notes to all contacts being imported, ensuring consistent information across multiple leads.
- Manually at any time – By clicking on the note icon in the footer bar of a conversation, users can add notes whenever needed.
- In response to a FirstQuadrant task – Sometimes, FirstQuadrant prompts users to add a note in response to a generated task to improve AI-driven workflows.
Types of notes
Notes in FirstQuadrant can include any type of information, such as:
- Meeting notes – Summarize key discussions and follow-ups.
- Instructions for FirstQuadrant’s AI – Guide the AI on how to handle specific contacts or sales scenarios.
- Personal notes – Store information relevant to a contact or deal that may be useful later.
Impact on sales conversations
Any note added to a conversation is processed by FirstQuadrant’s AI to evaluate the next steps in the sales process. Notes enhance the AI’s ability to make informed decisions and recommend actions tailored to each lead.
Customizing note behavior
Users can fine-tune how FirstQuadrant processes specific types of notes by adjusting settings in the Fine-Tune Settings. This allows users to customize how different note types influence AI-driven recommendations and automation workflows.
By leveraging notes effectively, users can ensure better organization, improved AI decision-making, and streamlined sales operations within FirstQuadrant.