Support Center

Adding/Editing/Deleting notes

Last Updated: Jan 15, 2014 10:43AM IST
Notes can be entered to store important communications, critical updates etc pertaining to a lead.

To add notes to a lead click on the lead in the pipeline.



Click on the option Notes on the lead details page, enter the message and click on Add Note



The number of notes added are also reflected on the lead in the pipeline



To edit or delete a note click on the respective icon present in the bottom right corner of the note.


 
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