What it is for: noting in two seconds what you have done, seeing at a glance what has happened in the last day and, if you have an agent but no CRM, working through your list of leads.
Where to find it: menu Home («Inicio») → Logbook («Bitácora») and What it did in 24 h («Lo que hizo en 24 h», usually inside "More…" («Más…»)). Leads is in the menu Customers and leads («Clientes y leads»).
Who sees it: the Logbook is seen by the whole team, with or without an agent. What it did in 24 h appears if you have an AI agent. Leads appears if you have an AI agent and no CRM; with the CRM, that list is inside My CRM and the Leads entry takes you there. If you do not see one, ask our support team.
What you see first
- Logbook: at the top, a line to write in; below it, the timeline by day, which mixes what you noted by hand with what happened on its own (new leads, appointments, calls and what KOR did).
- What it did in 24 h: a list of everything that happened in the last 24 hours, with the time on the left.
- Leads: a table with name, contact, channel, level and last activity.
Step by step
Note in the logbook what you have done
- Go to Logbook (or use the «📝 Bitácora» box on your home screen).
- Write one sentence in «¿Qué habéis hecho?» (What have you done?): for example, "Call with Ana Ejemplo, wants a quote".
- Click Apuntar (Note it) or press Enter. It is saved with the time and who wrote it.
If the connection fails, the sentence goes back into the box and tells you it was not saved: nothing is lost.
Note who you spoke with
- Before writing, click the 👤 button (or type an "@" at the start of a word).
- Search by name, company or email. Your leads and the contacts in your agenda appear.
- Choose the person, write the note and click Apuntar.
The note is linked to that person and also appears on their record. To remove them before noting, click the × next to their name.
Note something as an expense too
If you have Sales («Ventas») and the note contains an amount, 💸 Apuntar también como gasto (Also note it as an expense) appears below it, and the + Gasto (+ Expense) button at the top. They take you to the expenses sheet with the note's details already filled in. See Expenses and accounting.
Search the logbook and filter what you see
- Use the tabs Todo (All), A mano (By hand, what you wrote) and Automático (Automatic, what happened on its own).
- Type in Buscar… (Search…) and the list filters once you stop typing.
- The timeline shows the last 30 days. Click Ver más atrás (90 días) (See further back, 90 days) and then Ver más atrás (un año) (one year) to go further.
Change or delete a note
- On a note written by hand, click Cambiar (Change) or Borrar (Delete). They only appear on notes that can be modified; automatic events are not touched.
- With Cambiar, edit the text and click Guardar (Save) or Cancelar (Cancel).
- With Borrar, confirm «¿Borrar esta nota? No se puede deshacer.» (Delete this note? It cannot be undone.).
See what has happened in the last 24 hours
- Go to What it did in 24 h. At the top you see «Últimas 24 horas» (Last 24 hours) and how many events there are.
- Each line has a time and a label: lead (a new lead, with its level), cita (an appointment booked and for when), llamada (call: the number and the length in seconds) or mensaje (message, with ↗ if your agent sent it and ↙ if it was received).
- The 100 most recent are shown. If nothing has happened, you will see «Sin actividad reciente» (No recent activity).
It is a screen for looking only: nothing is changed from it.
Review your leads and focus on the hottest
Only if you have an agent and no CRM.
- Go to Leads. You get up to 150 results, sorted by last activity.
- To search, type in «Buscar nombre / email / tel...» (Search name / email / phone...) and click Filtrar (Filter).
- To see just one level, choose Hot, Warm or Cold in the dropdown and click Filtrar. Todos los niveles (All levels) removes it.
- Click a lead's name to open their record: their activity, a place to Responder WhatsApp (Reply on WhatsApp) and the Notas internas (Internal notes).
- With Exportar CSV (Export CSV) you take the list (with whatever filter is on) to open in a spreadsheet.
In the menu, Leads may show a red number: those are hot leads with activity in the last 7 days.
If something does not go as expected
| What happens | Why | What to do |
|---|---|---|
| «Sin conexión: no se ha guardado» (No connection: not saved) | The network dropped while you were noting | Your text is still in the box: click Apuntar again |
| There is no Change or Delete button on a line | It is an automatic event, or a note you cannot modify | Only notes written by hand can be changed |
| «Nada apuntado en los últimos 30 días» (Nothing noted in the last 30 days) | The window is short | Click Ver más atrás |
| I do not see + Gasto | You do not have Sales on your plan | Ask our support team |
| The Leads screen takes me to My CRM | With the CRM, leads live there | That is normal |
| «Sin actividad reciente» in 24 h | Nothing has happened in the last day | Check the Logbook for earlier days |
Related
- Getting started: your home screen, with the logbook box.
- My CRM: leads, pipeline and tasks, if you have the CRM.
- Appointments and follow-ups: the appointments your agent books.
- Calls: the calls your agent answers.
- Expenses and accounting: where a note with an amount ends up.