Internal Notes & Notes on Integration Guides

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This article outlines the internal notes & integration guide notes. It shows where both can be set up so you can keep track of information that would be worth noting down, or information you would like your suppliers to see on the integration guides you generate.


In the notes section of LeadByte (found under your user icon -> Notes), you can write notes to keep track of information which you can also assign to specific campaigns to keep things organised.

 

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Important notes can also be pinned so they remain at the top of the list.


How can I add notes to the integration guides I send to my supplier?


When creating an integration guide - after selecting the campaign a "Notes" button will appear underneath the supplier dropdown.

 

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Any notes you type in here will be transferred to the bottom of the guide that is generated.

 


 

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