Callbacks, notes, and files

Overview

Keep follow-ups, context, and attachments connected to each lead.

Prerequisites and access

Use an active account whose role and plan include this feature. Options not allowed by the role or plan are not displayed.

Steps

1. Schedule a callback with date and time from the lead.
2. Complete callbacks when contact is made and add a note.
3. Upload only relevant files and use the download action when needed.

Expected result

The change is stored in the active workshop and becomes visible only to authorized users.

Edge cases

• Confirm the active workshop before changing data.
• Do not create duplicates when the record already exists.
• Features can be hidden when the plan, configuration, or permissions do not enable them.

Troubleshooting

Refresh the page, clear filters, verify role and plan access, then contact a superadmin with the time, workshop, and exact error message.