How do I add a note to a lead?
Web:
1. Click ‘Leads’ on the left side menu.
2. Find the lead that has the notes you want to change.
3. Navigate to the far right of the lead and click the corresponding green ‘Notes’ button.
4. From there you can find the ‘Add Note (optional):’ box.
5. Click into the box and write the note you want to leave.
6. Navigate to the bottom right of the note tab and click the ‘Save’ button.
Mobile:
1. Click on the hamburger menu icon at the top left of your screen.
2. Find and click on the word 'Leads'.
3. Find the desired lead and click on it.
4. Click the green 'Open Lead' button. Then, click the 'Notes' word to open up the notes on this lead.
5. From here you can input your own note or/and add a quick note.
6. When you are done you can private the note if desired and click the green 'Save Note' button.