Notes Widget

Updated 1 year ago by Celina Kwan

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.

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