To add a note to a lead:
Go to the lead's profile and click the "Add Note" button in the dropdown menu
Enter a subject and add any relevant information or documents
Click "Create" to save the note to the lead
The note will be associated with the lead and the user who added it
You can view the note in the lead's profile at any time
Video Transcript
In addition to adding task to lead, you may want to add a note, especially if you're on a call and they said something that you want to remember. Or maybe you have some sort of document or email string or something related to this lad that you want to add a note, to add a note.
Once you're inside the lead you can click on this drop down here and hit his note and the note. You have a subject. So this can be anything. It's just for your reference to, you know, sent back sign proposal. Whatever you can put whatever you want here. This is for your own internal reference.
So you can upload that file. You can type in anything here and bring about this call. So if you're adding notes you know about the call right. So not only is all recorded, but you may want to put some things that you thought about on the call here as well. So anything, this is freeform type, past, whatever you want to put in here at this point this would be saved to the lead. So if I create that's going to add that note here, so of course our going to lead it.
You can always come back in and look at the note and it's just associated with the Sled. Also associate it with you as the person who added the note. So if you're Club user and you add notes you now I'll show you who added the note within the system itself, and so it just tracks all your notes.
So all your notes can be added here again. If you want to paste in different documents or emails or documents or just simply: hey, I had a great call with Bruce. I'm going to follow-up with them and then schedule and actually follow.
