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Classic - Add a Note to a Lead

Classic - Add a Note to a Lead

Owned by Rebecca Kornblum
May 03, 2024

Instructions

  1. Open the lead in inFlow.

  2. Select the Note icon from the Action Tools on the right side of the screen.

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

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

To view all notes associated with a lead, select the Notes section inside the lead.

 

 

 

 

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