4.0 Adding a Note to a Lead [Codeless]

Chrysa Hazelene Updated by Chrysa Hazelene

This article will show you how to add a note to a lead to keep track of interactions, interest in certain properties or any other important information about the lead.

Accessing the Leads Tab

First, locate and click the CRM tab from your page to view all of your current leads.


Lead Details

Access the lead details by clicking on a lead's name or email address from the leads panel. Within the lead details page, click on the Notes tab.

Adding a Note

Click the + Sign to add a note. Type all of the information you'd like to include in the note, then click Save.


Need More Help?

For questions, concerns, or feedback, please chat with our team: https://app.placester.com/chat


How did we do?

Exporting Leads [Codeless]

How to Add Tags to Leads and Contacts [Codeless]


Let experts do it for you

Visit our creative services marketplace to get on-demand help, on-time and on-budget.

Browse all Services

Are you looking for something different?

Didn't find an answer to your questions? Our support team is ready to help you.

Contact Support