Leads & Dealshow toFor admin · manager · team-member · Updated 2026-09-16
Recording Lead Notes
Keep follow-up context on every prospect so the next person touching the lead understands what has happened.
leadsnotesfollow upcommentscontext
Add notes to a lead to record calls, follow-ups and decisions. Notes stay on the lead for the whole team and move with it when it converts.
1Add a note to a lead
- 1.Open the lead.
- 2.Open the Notes tab.
- 3.Use Add Note and write the note.
- 4.Save the note.
Tip: Set a follow-up date when the next step in the deal is time-bound.Result: The note is stored against the lead and visible to anyone with access.