Adding/Editing/Deleting notes

Last Updated: May 19, 2018 at 11:01 am

You can also save the notes of the particular lead in which you can save important communication, updates and important information about the lead.

You can also click on the lead from the milestones.

Then the detail page will open then click on the Notes button. Write the note and click on the Done button to enter note.

You can also edit the note. Under the notes you can edit the notes that you have saved. Click on Edit button.

In popup, you can edit the note and click on Save Changes button.

You can delete the note, when you will click on Delete button under the Notes section.

There is shortcut to add/edit and delete the note. Just click on the Notes button on the lead from milestones.

The popup will open then you can add note and click on Done button.

If you want to edit the note, Just click on the Notes button on the lead from milestones.

In popup, click on Edit button for editing the note.

Open one more popup and you can edit the note, then click on Save Changes button.

For deleting the note click on Notes button on the lead from milestones.

In the popup, when you move cursor on already added notes that you want to delete. Then it will show Delete button, just click on it for delete the note.

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