# Notes

#### What Are Notes?

Notes allow you to record important information, reminders, and updates associated with a lead.

They help you maintain a history of conversations, follow-up details, and other relevant information that can be referenced later.

Notes are stored within the lead record and can be viewed at any time.

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#### View Notes

##### From the Timeline Page

1. Navigate to **CRM**.
2. Select the desired lead.
3. The lead record will open in the Timeline page.
4. Under **All**, locate the notes associated with the lead.
5. You can also click **Notes** from the activity filters to display only notes.

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#### Create a Note

1. From the lead's Timeline page, click the **+** icon in the bottom-right corner.
2. Click **Add Note**.
3. A pop-up window will appear.
4. Enter the note content.
5. Click **Submit**.

The note will be created successfully.

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#### Preview a Note

1. Navigate to the lead's Timeline page.
2. Locate the desired note.
3. Click the note.

The complete note preview will be displayed.

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#### Benefits of Using Notes

Notes help you:

- Record important lead information
- Keep track of conversations and follow-ups
- Maintain a history of lead interactions
- Organize lead-related updates
- Share information across your team

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#### Conclusion

You have successfully learned how to create, view, and preview notes in AgentRoof CRM.

You have successfully learned how to access and navigate the Timeline page in AgentRoof CRM.

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