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Vengo AI
  • Users will be able to create, edit, and delete notes within the dashboard, allowing for better lead management and internal documentation.
  • Notes will be private to each user by default, ensuring personalized record-keeping without cluttering shared spaces.
  • Users can attach notes directly to specific leads, providing context and history for better follow-ups.
  • Implement search and filter options to quickly find notes based on keywords, dates, or associated leads.
  • Admins can define who can view or edit notes, ensuring sensitive information is protected.
  • Support for formatting options and clickable links within notes, enabling easy reference to external documents or resources.