How we get Floating Notes?

How we get Floating Notes?

Floating notes is a great utility that can help an agent to take notes while on call with the lead. 

To enable this option you will need to visit the Settings Area in the Calley Autodialer Mobile App. 

Go to Hamburger Menu > Settings > Call Notes
Ensure this is enabled. 



Once enabled a Floating box will be visible for all the calls made to the agent / caller. 



As the notes are filled they are automatically available to the agent on the Post Call Feedback Screen to be saved along with the Lead Call Details. 


    • Related Articles

    • What is Power Import?

      Introduction We built Power Import Feature to solve 3 purposes. To do away with any said format of a CSV file. To allow a user to add more than 3 fields in the import. To allow a user/team admin to upload up to 100,000 numbers in a single file. Power ...

    • How to Start Calling using the Calley Autodialer Mobile App

      Step-By-Step Guide to Start Calling from the Mobile App As you Registered for Calley and done with Dashboard setup. Start Calling from your Mobile Phone. If you do not have the app installed you will need to download the app on your mobile phone ...

    • Setting up Calley Agent Account

      Setting Up Calley Agent Account In Calley Teams Subscription, a Team Admin can create a team and assign leads to the Calling Agents. Admin will log in to Calley Web Panel with valid credentials. As you log in as a Team Admin, you need to create ...

    • How to Integrate Calley with HubSpot CRM?

      Guide to Integrate Calley with HubSpot CRM Calley integrates with HubSpot CRM, ensuring that any contact generated in HubSpot CRM is automatically synchronized with the Calley Calling List. Simultaneously, the details of each call conducted are ...

    • Getting Started with Calley Personal Plan

      Introduction This is a Quick Setup Guide for you to start AutoDialing using Calley Personal - Free for Life plan. Calley Autodialer allows you to AutoDial right from your Android and iOS phone. It sets up a Call Center on your mobile phone, and you ...