How do I quickly leave a note on a lead?

Web:

1. Click ‘Leads’ on the left side menu.

2. Find the lead that has the notes you want to quickly leave a note on.

3. Navigate to the far right of the lead and click the corresponding green ‘Notes’ button.

4. At the top of the newly opened tab you will see a ‘Quick Action’ section.

5. Click on the corresponding green button that aligns with the quick note you would like to leave on the lead.

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. Click on the desired lead and click the green 'Quick Note' button.

4. From here you can select one quick note option and/or leave your own custom note.

5. When you are done adding notes you can choose to private it, then click the green 'Add Note' button.