Adding Note to a Lead

You can also add a note to each Lead, so that you can come back and check any important point or information you've added in the note. Let's see how to add a note:

1. Click on the Lead Notes button next to the Lead for which you want to add a note for.

2. Add the information that you want to save as a Note. Click the Save button to save your Note.

3. When you return to checking a Lead, click the Lead Notes button to check for added notes.

Check out this video to learn how to add lead notes and set lead reminder: