The "Add a note" block is used to automatically add a comment to a deal within a business process. This allows you to record important information about a client's actions or lead processing stages without the need for a manager.

Notes help you keep track of your interactions with a client: for example, you can automatically add comments about a received response, a sent link, a change in a funnel stage, or other events in a scenario. All added notes are displayed in the "Notes" section of the CRM on the deal card.

This block is convenient for internally recording system actions, so managers can quickly understand what happened to a lead during previous automation stages . More information about notes is available here.

General Settings tab, field descriptions:
1) Name - Enter an internal name for the "Add a note" block. This will be displayed only to you in the block diagram within the MVP system when setting up the business process. By default, the block will be named " Add a note ."

2) Delay - set the delay for adding a comment to the deal.

3) State - select one of the states that will be applied to the block:

• Wait - the system pauses the script and waits for the lead's response before proceeding to the next step. Use this mode if you need to get a response from the user before continuing.
• Skip - the script will automatically move to the next block without waiting for a response from the lead.
• Block - stops further interaction with the lead. Use this to block access to a script or end the conversation.
• Manual - the system executes the block action and switches the transaction to manual mode.

“Add Comment” tab, field descriptions:

1) A note - enter the note text that will be automatically added to the deal.

The note can contain any internal information for the team:

• commentary on the completed action of the business process;
• recording the stage of interaction with the client;
• service information for managers.

Once the block is completed, the specified text will appear in the deal card in the "Notes" section , allowing employees to see the history of automated actions and better understand the current status of work with the lead.

After completing the settings, click the “ Save ” button.