Adding a Note to a Lead

Updated 1 year ago by Niall Clifford

  1. Open the leads module.

  1. Select a lead you wish to add a note to.

  1. Select + Add to open a note window.

  1. Add the relevant notes and click OK to save the note.

  1. Once saved, the note you have entered will appear under the Notes Section in the selected Lead.

How did we do?