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How to Add Call Notes Effortlessly in RingDNA

Capture critical call insights with ease using RingDNA’s Call Notes feature. Your notes sync automatically with Salesforce, so nothing gets lost.

  1. Start a call in RingDNA to begin capturing your notes during or after the conversation.

  2. Click the Call Tools button in the upper right corner to access the note-taking interface.

  3. Select Template Picker to open a note entry field, either start typing or use a pre-built template to guide your input.

  4. If you choose a template, it will auto-populate with structured fields so you can easily fill in key details from the call.

  5. Click Save when finished. Your notes are now complete and automatically logged in Salesforce, keeping your records organized and actionable.