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Quick Action Tool — Create Note
Select a lead status from the inFlow optionsClick inFlow 2.0 from the inFlow dropdown list.
Select an option from the Lists, Queues, or Workflows in the Menu Panel. In this example, we have selected New Lead and the leads are listed in the Record List Panel to the right.
Select a lead. In this example, the first lead (drr2S1134 all2S1143) in the New Lead list is selected.
Click the Notes icon in the selected lead’s Quick Action Tools.
Add the note inside the Add Notes popup window that opens.
Click Update to save the note to the lead.
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Action Tool — Add Note
Click inFlow 2.0 from the inFlow dropdown list.
Select a lead status from the inFlow optionsSelect an option from the Lists, Queues, or Workflows in the Menu Panel. In this example, we have selected New Lead and the leads are listed in the Record List Panel to the right.
Click the selected lead. In this example, the first lead (drr2S1134 all2S1143) in the New Lead list is selected.
The Record Details Panel opens to the right.
Select the Add Note icon from the Action Tools toolbar.
Add the note inside the Add Notes popup window that opens.
Click Update to save the note to the lead.
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Add Notes Section
Select a lead status from the inFlow optionsClick inFlow 2.0 from the inFlow dropdown list.
Select an option from the Lists, Queues, or Workflows in the Menu Panel. In this example, we have selected New Lead and the leads are listed in the Record List Panel to the right.
Click the selected lead. In this example, the first lead (drr2S1134 all2S1143) in the New Lead list is selected.
The Record Details Panel opens to the right.
Click Add Notes.
Add the note inside the Add Notes window that opens.
Click Update to save the note to the lead.