Can I add a note from the Lead Management Page?

Direct Link to tutorial/solution:

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Embedded tutorial/solution:

Here's an interactive tutorial

https://www.iorad.com/player/1755361/Can-I-add-a-note-from-the-Lead-Management-Page-

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