Do you ever scramble for a notepad to write something down during a call or search your desk for a note you know you made about a call?

Live notes are your electronic notepad with Conversations enhancements. In addition to remarks about things that are said during the call, Live Notes also tracks the time stamp of when those notes were made during the meeting. 

In this article, you will learn how to comment using Live Notes. This article includes:

• Before You Use Live Notes
• (Video) Live Notes During a Meeting
• Comment on Live Notes Instructions
• Edit a Comment Instructions
• Delete a Comment Instructions
• Additional Information: Using Live Notes
• Next Steps

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Before You Use Live Notes

• You must have a Salesloft account with access to Conversations.
• Be actively viewing the Live Notes panel during a call. To access a call, go to the Conversations section and select the In Progress tab. When you select any In Progress meeting, you will land on the Live Notes view. 
• Any user viewing the Live Notes can add, edit, or delete comments.
  

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(Video) Live Notes During a Meeting

To view how to add, modify, or delete notes during a meeting, watch the video below:

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Comment on Live Notes Instructions

The live notes panel is a running commentary during your call. Any user who is currently viewing the Live Notes may leave a comment. The comment will be marked with the time stamp from that moment in the call. 

To leave a comment, follow these steps:

1. Go to the Conversations Page: In Salesloft, navigate to the Conversations page.
2. Select the Meeting: Choose your meeting from the In Progress tab.
3. Find the Comment Box: In the Live Notes panel, locate the text box that says Start Typing.
4. Type Your Comment: Enter your comment or note into the text box.
5. Add the Comment: Press the Enter key on your keyboard to add the comment to the Live Notes. The comment will be timestamped to the current moment in the recording.

Figure 1: Live Notes Comments

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Edit a Comment Instructions

To edit a comment, follow these steps:

1. Locate the Comment: Find the comment you want to edit in the Live Notes panel.
2. Open the Options Menu: Click the ellipsis icon (three dots) to the right of the comment.
3. Select "Edit Note": Choose "Edit Note" from the dropdown menu. The comment will become editable in a text box.
4. Edit the Comment: Make the necessary changes to the comment text.
5. Save or Cancel: Press Enter to save your changes. Press Esc to cancel the edit.

Figure 2: Edit Note Option

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Delete a Comment Instructions

To delete a comment, follow these steps:

1. Locate the Comment: Find the comment you want to delete in the Live Notes panel.
2. Open the Options Menu: Click the ellipsis icon (three dots) to the right of the comment.
3. Select "Delete": Choose Delete from the dropdown menu.
4. Confirm Delete: A confirmation window will appear. Click Confirm Delete to delete the comment.

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Additional Information: Using Live Notes

The In Progress page contains the following areas: 

• Meeting Details
• Note Tags
• Live Notes

Live Notes Meeting Details

The first panel on the Live Notes page offers meeting details. This panel contains information about the current meeting, including:

• Meeting Title: Title of the meeting according to the meeting invite. 
• Meeting Owner: Name of the Salesloft user who set the meeting. 
• Meeting Platform: The type of platform being used for the meeting. 
• Call Duration: The running time of the call. The call duration will increase when the call is in progress. 
• Date and Time: Date and time that the call took place according to the meeting invite.

Meeting Tags Panel

Tags are labels you can add to any comments made during the meeting. Live Notes allow you and your team to easily find call trends. Once calls are tagged, you can even filter your recording list by a specific tag, to search and review the meetings that tag applies to.

Your tag panel shows the tags that are available to add to your Live Notes during the meeting. 

Things to Note: Only admins can create the tags that the team will use.
 

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Next Steps

• Encourage your team to use Live Notes and comments for real-time collaboration during calls.
• Use comments to provide feedback, highlight key moments, or ask questions during a meeting.
• Review the Live Notes and comments after the call for insights and follow-up actions.