Note

Notes on the detail lead page allow you to type any text you want to add to the lead. For example, when you want to add notes about your lead progress in detail, or when you have any problem with that lead.

Besides being able to add notes manually, you can also add notes via an attached file with the file format .txt, .doc, .xls. or you can supplement the notes by including a picture or video.

The notes that have been successfully added will be entered on the Timeline tab and in this tab you can edit or delete notes that have been previously added.

Last updated