Advanced Note Search - Concept 1: Intelligent Search Dashboard

Feature: Advanced Note Search and Analysis

Key Quote: "the notes are not searchable... with with your software you should be able to search everything, right?" - Eric Nave

Design Approach: Comprehensive search interface with AI-powered insights, filtering, and analytics to make all activity notes discoverable and actionable.

Universal Activity Search
Search across all activity notes, contacts, and interactions with AI-powered insights
🏷️ Budget Concerns
👔 Decision Makers
⏰ Timeline Mentioned
⚔️ Competitor Mentioned
📞 Follow-up Needed
❌ Not Interested
Activity Type
Outcome
Date Range
to
Rep
142 results found
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John Smith
ABC Manufacturing
Phone Call
March 15, 2:45 PM
Connected and discussed their current printing needs. John mentioned they're looking at a budget of around $15,000 for new equipment. He's the decision maker but wants to involve his operations manager in the next conversation.
Budget Mentioned Decision Maker Follow-up Required
Sarah Wilson
Tech Solutions Inc
Email
March 14, 9:30 AM
Follow-up email after demo. Sarah expressed interest but mentioned budget concerns and needs approval from CFO. She asked for pricing options under $10K and wants to schedule another meeting next week.
Budget Concerns Pricing Request Meeting Needed
Mike Rodriguez
Print Pro Services
Phone Call
March 13, 4:15 PM
Cold call attempt. Left voicemail explaining our managed print services. Mike called back within an hour - very interested! He mentioned they're currently with Competitor XYZ but unhappy with service quality.
Competitor Mentioned Service Issues High Interest
Lisa Chen
Healthcare Partners
Demo
March 12, 2:00 PM
Product demonstration went well. Lisa was impressed with security features. She mentioned they need HIPAA compliance and have a timeline of 60 days for implementation. Multiple decision makers involved - needs board approval.
Demo Successful Timeline Mentioned Compliance Required
Search Analytics
AI-powered insights from your results
Result Summary
Total Activities 142
Unique Contacts 89
Companies 67
Time Span 30 days
Key Themes
budget decision maker timeline pricing competitor meeting follow-up
Activity Types
Phone Calls 68%
Emails 22%
Meetings 10%
Sentiment Analysis
72% Positive • 20% Neutral • 8% Negative
Trends
Activity Trends Chart
Would show activity volume over time