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. 
 
 View Notes 
 From the Timeline Page 
 
 
 Navigate to CRM . 
 
 
 Select the desired lead. 
 
 
 The lead record will open in the Timeline page. 
 
 
 Under  All , locate the notes associated with the lead. 
 
 
 You can also click  Notes from the activity filters to display only notes. 
 
 
 
 Create a Note 
 
 
 From the lead's Timeline page, click the + icon in the bottom-right corner. 
 
 
 Click Add Note . 
 
 
 A pop-up window will appear. 
 
 
 Enter the note content. 
 
 
 Click  Submit . 
 
 
 The note will be created successfully. 
 
 Preview a Note 
 
 
 Navigate to the lead's Timeline page. 
 
 
 Locate the desired note. 
 
 
 Click the note. 
 
 
 The complete note preview will be displayed. 
 
 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 
 
 
 
 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.