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.