Add Notes to a Lead

Updated 3 years ago by Celina Kwan

To add a note to a lead in the Maximizer CRM mobile app, take the following steps:

  1. In the Leads module, select the desired lead.

  1. Press the + icon at the bottom right.

  1. Select Note.

  1. Enter the details of your note. Your can use the toggle to mark the note as Important. Select Save when complete.

The notes are displayed in the Notes tab of the lead.

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