Notes vs Description vs Recordings
Mobly gives you three ways to capture context about a lead: Description, Notes, and Recordings. They look similar from a distance but behave differently — and they map to different things in your CRM. Use them with intention and your post-event handoff to sales gets cleaner.
At a glance
How many per lead
One
Many
Many
Capture method
Type
Type
Tap to record; auto-transcribed
Editing
Overwrites the previous value
Each note is a separate entry
Recording is fixed; transcript is read-only after capture
Visibility in the app
Shared — every rep on the lead sees the same Description
Per-rep — you see only your own notes in the Mobly app
Per-rep — you see only your own recordings in the app
Order shown
Single field
Chronological on the engagement tab
Chronological on the engagement tab, alongside notes
Best for
Static context about the lead
Quick time-stamped notes
Longer or detailed conversations you don't want to type
Maps in Salesforce to
The Lead's Description field
Tasks on the Lead
Not synced to your CRM yet — transcript stays in Mobly
Heads up on visibility: "Per-rep" means in the Mobly app — other reps don't see your notes or recordings in their app. But Notes still sync to your CRM as activity records, so people with CRM access can see them there. Write notes you'd be comfortable with your team and your CRM users reading.
Description — one fixed blurb per lead, shared with the team
Each lead has exactly one Description. Every rep on the lead sees the same Description in the app — it's the team's shared shorthand on this person. Editing it replaces whatever was there before. Use it for context that stays true about the lead regardless of when you spoke to them.
Good examples:
"CMO, but doesn't have buying power — defers to RevOps lead Dave"
"Hot — wants to do a pilot in Q3, has budget allocated"
"Repeat visitor, third event in a row"
What Description is not good for: a running log of interactions. The next person who edits it will overwrite what's there.
Notes — a running log of moments, per-rep in the app
A lead can have many Notes. They show in chronological order on the engagement tab. You see only your own notes in the Mobly app — other reps don't see what you wrote, and you don't see theirs. The CRM is the place where everyone's notes come together: each Note syncs to your CRM as a separate activity record, so anyone with CRM access sees the full picture.
Use Notes when you want to capture a specific moment from your own interaction with the lead.
Good examples:
"Caught him after the keynote — interested in the workflow demo"
"Booth follow-up, asked about Salesforce integration specifics"
"Phone call 2pm — sent over the pricing one-pager"
What to know about Notes
Notes are tied to the lead, not to an event. If the same lead shows up at two of your events, their notes from both events show in the same chronological list.
Mobly captures the date when a Note is added. Per-note timestamps aren't surfaced front-and-center in the UI; if you need the moment captured in the note text, write it in.
Each Note syncs to your CRM as its own activity record (a Task in Salesforce). Your reps see them in the CRM activity feed for the lead.
Recordings — capture the conversation in full
When the conversation is too detailed (or too fast-moving) to type, use the Conversation Recorder. Tap Record on the lead, talk through what you need to capture, tap Stop, and Mobly transcribes the audio onto the lead automatically.
See Recording a conversation for the full how-to, including the consent reminder (always tell the person you're recording).
Which one to use when
"What's the context on this person?" → Description
"What did we just talk about? — short" → Note
"What did we just talk about? — long, technical, multi-rep handoff" → Recording
"Replace the standing summary with a better one" → Description
If you're not sure between Note and Recording: short and quick → Note. Long and you'd lose detail typing → Recording.
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