Comments let you add notes to any call in your call log. Use them to track what happened after a call, like whether you returned the call, scheduled a follow-up, or marked it as not a lead. You can see which calls have comments directly from your call log, so nothing gets lost.
How to add a comment
1. Open a call
Go to Calls in the left sidebar and click on any call to open it.
2. Write your comment
Below the call summary, you'll see a comment field. Type your note and save it.
3. Check for comments in your call log
Calls with comments are marked in your call log, so you can quickly see which ones have notes attached.
How to edit or delete a comment
1. Hover over the comment
Find the comment you want to change and hover over it.
2. Click the three dots
Click the three-dot menu on the right side of the comment, then select Edit or Delete.
If a comment was edited, it will appear with (edited) next to it.
Things to know
Comments are visible to anyone with access to the account.
You can add multiple comments to the same call.
At the top of the call summary, you'll see a Leave feedback button. That sends feedback to the Upfirst team so they can review your call. Comments are different; they're meant for you and your team.