Notes
Notes are dated comments on the prospect's Activity timeline. Use them for context your teammates (and future you) will need. Mention a teammate to loop them in, or mention HiringCenter AI to hand it a job.
Path: Prospect Details → Activity → Note
Add a note
- Open the prospect.
- In Activity, click Note.
- Type in Enter your note, or click the microphone to dictate.
- Optionally click Attach file to add an image, PDF, Word document, or text file up to 10 MB.
- Save. The note appears on the timeline.
View-only users can't add notes.
Mention a teammate
Type @ (or click the @ under the box) and pick a teammate. They get a notification and can jump straight to this prospect. Mentions work in replies too.
Ask HiringCenter AI
Click HiringCenter AI under the note box (or type @ and choose it), then write what you need, for example:
- "@HiringCenter AI find this person's current brokerage and LinkedIn."
- "@HiringCenter AI what's the best time to reach her, based on our texts?"
- "@HiringCenter AI update her title and company from her email signature."
HiringCenter AI treats the note as a request. It can search the web and read the prospect's history, then answers as a reply in the same note thread. When it finds good evidence it can also fill in or correct the record, and its reply lists what it changed.
Tip: Be specific. "Find her license number in Texas" gets a better answer than "research her".
See HiringCenter AI for what it can do and how it decides what to change.
Reply, pin, edit, and delete
Each note has these buttons:
- Reply to note starts a thread under it.
- Pin note keeps it at the top of the timeline. Click again to unpin.
- Edit note: only the person who wrote it.
- Delete note: the author, the prospect's owner, or the account owner. Admins can delete HiringCenter AI notes.
Ask the assistant
You can also say, for example, "Add a note to Logan Daniels that we spoke Tuesday." The AI Assistant summarizes the change and asks you to Proceed or Decline.