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How do I add notes or important information for future reference on the lead activity page?

Updated over 4 months ago

To create and manage notes:

1. Select your lead from the People tab


2. Find the Notes section in the center of the lead activity page
3. Click to create a new note
4. Enter your information


5. (Optional) Use NOVA AI to enhance your note's clarity and tone
6. Save your note by clicking on “Create Note” for future reference



For any questions, you can reach out to us at [email protected] or call us at our support toll-free number +1 844 644 0023.

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