Adding Note to a Lead
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Last updated
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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:
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:
