Content Comparison

...

Quick Action Tool — Create 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. 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.

...