How to Add Remark

The Add Remark feature in Abstract ONE helps users update lead conversation outcomes after completing a call or discussion with the customer.

This action is important for:

• Tracking lead status
• Recording customer interest
• Updating pipeline progress
• Maintaining follow-up history
• Helping teams understand lead behavior in real time

Adding remarks after every lead interaction helps keep the pipeline updated and organized.

Entry Points

Users can access the Take Action drawer from multiple locations:

Option 1 — From Lead List Page

Go to the Lead List page and:

1. Open the lead action menu
2. Click on Take Action

Option 2 — From Lead Details Page

Open the lead details page and click the:

Take Action

CTA button.

Step 1 — Open Take Action Drawer

After clicking Take Action, a side drawer opens containing:

• Lead information
• Lead activity options
• Follow-up actions

Inside the drawer, users will see 3 checkbox options:

• Add Remark (Need to select)
• Schedule Followup
• View Additional Details

Step 2 — Enable Add Remark

To add a call remark:

1. Select the Add Remark checkbox
2. The Add Remark section becomes visible and active

Users can now update lead behavior and conversation details.

Step 3 — Fill Add Remark Details

Users must fill the remark details based on the lead conversation outcome.

Available fields:

Example Scenario:

If the customer is interested and ready to purchase:

• Lead Type → Hot
• Disposition → Interested
• Sub Disposition → Interested to Buy Home

Users can also add additional conversation notes inside the remark note field.

Step 4 — Update Lead

After filling all required details:

1. Click the Update Details button
2. The system updates the lead in real time
3. The drawer closes automatically

Success message displayed:

lead updated successfully

Important Notes

• Adding remarks after lead calls is mandatory
• Remarks help track customer interest and sales progress
• Updated dispositions directly affect pipeline tracking
• Real-time updates improve team coordination and reporting
• Proper remarks help during future follow-ups and lead analysis