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6 STEPS

1. To add a note to a lead from the Lead Management Page, first, scroll to the lead you want to add a note, hover over the arrow and click on Quick Actions

Step 1 image

2. Click into the note area and type your note.

Step 2 image

3. Click Add Note

Step 3 image

4. If you need to edit a note, click the Edit button and make your updates

Step 4 image

5. If you need to delete a note, click the Delete button

Step 5 image

6. Click Ok to confirm deleting the note

Step 6 image

Copy of text and screenshots from the tutorial/solution:


1. To add a note to a lead from the Lead Management Page, first, scroll to the lead you want to add a note, hover over the arrow and click on Quick Actions



2. Click into the note area and type your note.

3. Click Add Note

4. If you need to edit a note, click the Edit button and make your updates

5. If you need to delete a note, click the Delete button

6. Click Ok to confirm deleting the note


Applicable User Seat Types

Admin

Galaxy

Booster


Applicable Permissions

All Permissions


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