Note

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

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

The date and time of creation is displayed as per the timezone of the user

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

  • The Update Popup or screen is displayed

  • To add new Note

    • Click Note button

    • Enter necessary information and click Save

  • The screen displays three sections Planned Events, History and Notes to show existing events, history information and Notes information

  • To Add new Note

    • Click Add new Note present under Notes section

    • A new Note screen is displayed

    • Enter the necessary information and click Save