Notes Widget
All notes associated with the lead are displayed in Notes widget, including manual notes, emails, phone logs and history notes. The most recent entry is displayed first.
Clicking a note will expand it and show all the contents of the note.
You can click the arrow button beside each note for the drop-down menu to edit or delete the note. Use the filter to narrow down the list.
You can also add a note by selecting +ADD.
The Note dialog box will appear.
Select the converging arrows to view Notes in a larger dialog box.
