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Rebecca Kornblum

Rebecca Kornblum

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  1. Select a lead status from the inFlow options. In this example, we have selected New Lead and the leads are listed in the Record List Panel to the right.

    image-20240714-194510.png

  2. Select a lead. In this example, the first lead (drr2S1134 all2S1143) in the New Lead list is selected.

    image-20240714-194710.png

  3. Click the Notes icon in the selected lead’s Quick Action Tools.

    image-20240714-001141.png

  4. Add the note inside the Add Notes popup window that opens.

    image-20240714-201745.png

  5. Click Update to save the note to the lead.

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