Adding notes to lead profiles in Cadence allows you to record important information about potential customers captured during events. This feature is accessible from the Leads section of your event dashboard and helps track conversations, follow-ups, and other relevant details about your leads.
When to use
When you need to document conversations with leads
To add follow-up reminders about specific leads
To share information about leads with team members
When recording audio notes for quick information capture
You must have the Leads menu enabled for your event to access this feature.
How to do it
Navigate to your event dashboard in Cadence.
Select "Leads" from the left sidebar navigation.
Click on either "All Leads" or "My Leads" tab depending on which leads you want to view.
Search for the specific lead you want to add notes to using the search bar.
Select the lead by clicking on their name to open their profile details.
Locate the "Notes" section in the lead profile view.
Click on the "Add Note" button.
You can also record audio notes if this feature has been enabled by your administrator in the lead scan menu setup.
Enter your note text in the provided field.
Click "Save" to add the note to the lead profile.
Notes are visible to all users who have access to the lead profile.
Review your saved note which will now appear in the lead's activity feed with your name and timestamp.
Troubleshooting
If you cannot add notes to a lead profile, check that:
You have the appropriate permissions for the event
The lead was properly scanned or imported into the system