Call Notes Templates are pre-formatted templates that will help ensure you are taking consistent call notes where only relevant information is needed. They show conversation summaries — key requirements, potential issues, competitors in evaluation, and more. Once the notes are saved, they’ll be synced in SFDC in the Task Detail page under Activity History.
Call Notes templates can be toggled from the Admin Console. You can add or edit as many templates as needed. To enable and configure this feature, please follow the steps below:
1.) Log into the Admin Console
2.) In the left hand navigation, under Products, click RingDNA and select the RingDNA Settings link:
3.) Enable (turn ON) the Call Notes Templates setting -- make sure to hit Save at the top of the page after.
4.) Scroll to the bottom of the page and notice the newly created section titled Call Notes Templates -- here you will be able to customize templates for your team to utilize.
5.) To create a new template, click the little green plus sign to the right of Call Notes Templates title.
6.) After the template has been saved, reps will now be able to utilize it in the Revenue.io RingDNA Dialer. Simply click on the Call Tools icon on the right-side panel to access the note templates.
Template Picker is a dropdown menu for reps to select which template they would like to use. Once a rep selects a template, the template text will automatically populate the call notes text field: