Notes are associated with the Lead generated in the LeadX platform. A note can be added by Creator of the lead as well as the Owner of the Lead.
The notes are always displayed in the View Lead Popup in Web and Screen in Mobile which is displayed after clicking the selecting the Lead from My Pipeline
Notes Parameters
Parameter | Description | Role Access | ||
|---|---|---|---|---|
Add new Note | The note description | Basic / Professional / Manager | ||
Note Created By | The name of the user who created the note | Basic / Professional / Manager | ||
Create Date time | Date and time of note creation
| Basic / Professional / Manager |
You can create notes while:
Adding a new Lead
Updating a Lead
Add Note
To add Note while adding a new Lead
Login to LeadX web application or Mobile App using valid User Credentials
To generate lead
In Web
Click on Create new lead button provided in the Header section to open New Lead Popup
In Mobile
Click on + sign provided in the header section
A Popup is opened, click on Lead button to open New Lead Screen
Enter the necessary information
Enter the note in the Notes Box and click Save
To add Note while Updating a Lead
Login to LeadX web application or Mobile App using valid User Credentials
Go to My Pipeline
On Web, click on My Pipeline present in the left Menu Panel
On Mobile, Click on the My Pipeline button present at the bottom of the mobile
Select the desired Lead to update
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