How do I add a note from the Lead Management Page?

Modified on Fri, Jan 2 at 12:58 PM

Subject

Applies to: All users
Purpose: Explain how users can add, edit, and delete notes on a lead directly from the Lead Management Page using Quick Actions.
Location in Ricochet: Lead Management

Description

This article outlines the steps for adding notes to a lead from the Lead Management Page, including how to create a new note, edit an existing note, or delete a note using the Quick Actions menu.

Resolution

Optional: View the interactive tutorial for this process:

Click here to open the step-by-step tutorial in a new tab

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