Threaded note replies provide the opportunity to reply to notes on a contact's timeline directly. Internal conversations via notes are organized and condensed for an optimal workflow.   

Replying to a Note

1. Navigate to the Lead Profile

2. Locate the Note on the timeline and place your mouse in the upper right-hand corner of the note for the Actions Menu to appear. Select Reply to Note. 

3. Type your reply and select Reply.

Editing a Note Reply

1. Locate the note reply on the timeline and place your mouse in the upper right-hand corner of the note for the Actions Menu to appear. Select Edit Reply. 

2. Edit the note reply > Save

Removing a Note Reply

1. Locate the note reply on the timeline and place your mouse in the upper right-hand corner of the note for the Actions Menu to appear. Select Delete Reply. 

2. A confirmation pop-up will appear, select Delete Reply to remove the reply. 

Reacting to a Note Reply

Reactions allow you to engage with notes on a lead profile, making it easier to acknowledge them, give praise, and communicate effectively. 

1. Locate the note reply on the timeline and place your mouse in the upper right-hand corner of the note for the Actions Menu to appear. Select Add Reaction.

2. Search and Select the desired reaction. 

3. The reaction will then be added to the bottom of the note reply. 

Note: To remove the reaction, simply click on the reaction. 

Starring a Note Reply

For quick action, note replies can be starred to find important conversations easily. To star a note reply, place your mouse in the upper right-hand corner of the note reply for the Actions Menu to appear and select the Star. 

Starred note replies will always appear on the lead timeline and appear in the starred items section of the timeline. 

FAQs

What are the best practices when using reactions?

If a team lead wants to quickly see who has seen a note, then allowing team members to select (or assign) a reaction that belongs only to them is a great way to keep tabs on who is following along.

• Derek only uses 🏈
• Martin uses 🪭
• Sarah uses 🥊

They know that they should always leave that reaction after reading a note. This lets the author know that his teammates are up to speed.

Can I react or reply to emails, phone calls, or texts? 

You may react to a phone call, but you may not submit a threaded reply. Doing so would send a message back to the sender. You should just create a new note.

Is there a character limit to note replies?

There is no character limit within note replies. 

If I leave a reaction or reply, will the author be notified? 

Yes, the note's author will receive a notification that shows the note, the name of the person, and their reaction or reply. 

Will the author be notified if I remove a reaction or reply?

No, the author will only be notified when reactions or responses are added. No notification will be sent when a reaction or reply has been removed.

How can I tell who added a reaction?

To view who added a reaction, hover your mouse over the reaction and a pop-up with the team member's name and reaction will appear.

Are threaded note replies and reactions available on the FUB app?

Yes, note replies and reactions are available on the Android and iPhone app. 

Can I still reply if a note is added via an action plan, automation, or third party system? 

Yes! Threaded note replies are available on all notes, including action plans and automation-generated notes. 

Who can edit notes and replies? 

All users can edit the original note, although note replies can only be edited by the author.