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How to add a note to keep track of leads

This step-by-step guide will walk you through the process of adding notes, editing them to keep track of your future customers.

Iana Lebourdais avatar
Written by Iana Lebourdais
Updated this week

How to add a note to a lead for the 1st time

  1. Go to the Sales tab.

  2. Search the Lead and click Add note in the Notes column.

  3. A pop-up window will appear on the right side.

  4. Click Add Note

    • Add a title and the note and click Save

  5. Your note will appear on the activity log of the lead.

How to add an another note to a lead

  1. Go to the Sales tab.

  2. Search the Lead and click on it.

  3. A pop-up window will appear on the right side, click Activity log.

  4. Go to the note section and click Add Note

    • Add a title and the note and click Save

  5. Your note will appear on the activity log of the lead.

How to edit a note

  1. Go to the Sales tab.

  2. Search the Lead and click on it.

  3. A pop-up window will appear on the right side. Click Activity log.

  4. Go to the notes section and select the note you need to update.

  5. Add an update message and click Save.

  6. Your note will appear as edited, and it will show who made the update.

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