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Leads - Notes Fields

Leads - Notes Fields

Owned by Alex Morrisson
Last updated: Dec 31, 2024 by Shonal Singh
2 min read

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

Area

Example Image

Lead summary

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Calendar

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Lead modal

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Customer Activity screen

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Leads search screen

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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:

  1. Click +Add Notes

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  1. Type your notes

  2. Click Save

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