Most Popular Questions

Most Recently Viewed

Most Recently Added
How To Create A Note For A Lead? (KB10000065)

1. Search for your Lead through the search field on the left, or by clicking the Leads tab on the top and locating your Lead.

2. Click the Lead company name or contact name to go into the Lead Detail.

3. On the follow up box to the right of the lead information, type your NOTE in the follow up notes box.

4. Click SAVE.

5. Your notes will be added to the notes section below with the date stamp and time stamp and by whom.

You can also track your notes related to activities by creating a follow up activity action and updating with a result.   Click Here to view how to create a follow up activity.

Did you find this helpful?