This page is to show you where the notes show after inputting them in to a new or existing lead
Subject / Description / Notes field
When entered here
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Calendar appointment card
Customer card - Activity screen
Lead Summary Screen note will only appear in this screen
No date, time or user data will be associated with this and if updated will not show a history of the previous notes.
History & Notes area
Notes entered here will show when the notes was added and which user added it, the data will show a history of any notes added.
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Lead Subject / Description / Notes
Lead Subject/Description/Notes can be added in the Schedule Appointment screen when creating or editing a lead. This note will appear in multiple locations detailed below.
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Area | Example Image |
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Lead summary |  |
Calendar |  |
Lead modal |  |
Customer Activity screen |  |
Leads search screen |  |
Lead Customer Notes
Customer Notes in the Lead Summary Screen will only appear in the Lead Summary area.
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Lead History Notes
Notes can be added to lead history to identify what changes were made to the lead appointment and who requested it. To add a note:
Click +Add Notes
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Type your notes
Click Save
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