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.
Users can add notes in several ways:
Notes in FirstQuadrant can include any type of information, such as:
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.
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.