Lead notes allow you to track any information relevant to the sales process in one location. Very handy if a sales person has to take over the process mid lead.
Add or edit a lead and from the lead's detail page, click the Notes tab
To add a note, click the +Add Note button. A lead can have as many notes as required.
Fill out the fields as required:
- User - Staff responsible for note
- NoteText - Note content.
The note can then be actioned from the lead detail screen using the highlighted icons:
- Edit - Edit the activity.
- Delete - Remove the activity from the lead