Content Comparison

...

1. Click inFlow 2.0 from the inFlow dropdown list.
   

   

    

2. 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.
   

   

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

   

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

   

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

   

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

...

Action Tool — Add Note

1. Click inFlow 2.0 from the inFlow dropdown list.
   

   Image Added

    

2. 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.
   

   

3. Click the selected lead. In this example, the first lead (drr2S1134 all2S1143) in the New Lead list is selected.
   

   

4. The Record Details Panel opens to the right.
   

   

5. Select the Add Note icon from the Action Tools toolbar.
   

   

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

   

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

...

Add Notes Section

1. Click inFlow 2.0 from the inFlow dropdown list.
   

   Image Added

    

2. 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.
   

   

3. Click the selected lead. In this example, the first lead in the New Lead list is selected.
   

   

4. The Record Details Panel opens to the right.
   

   

5. Click Add Notes.
   

   

6. Add the note inside the Add Notes window that opens.
   

   

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