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Adding a Note to a Lead

Adding a Note to a Lead

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, go to the App icon and click on CRM to view all of your current leads.

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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?

If you have additional questions about adding notes to leads, let our support team know at support@placester.com

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