You may add notes about a lead to keep track of the different marketing activities. To add a new note about a lead just click on “Add Note” in the “Notes” folder. Through the editor you can write a description, while at the bottom you can chose the type of note and set the Date/Time.
The types of notes can be the following:
- General: Represents a general event
- Email: An e-mail either sent or received by the lead
- Call: A call either made or received by the lead
- Meeting: A meeting
It is then possible to search for all the various notes by using the search box found in the “Notes” folder, or by filtering based on a type of event.