Add Notes to Leads

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2 min read

Where can I see the notes about my leads?

1.  To see the notes related to your leads, go to the ‘Leads’ section.

2. Choose the Lead profile under the Leads List. For easier search, you can use the ‘Search’ box. Enter either the code, name, phone number, or email address to pull up the lead data, or just select the lead profile from the leads list.

Add Notes to a Lead
Add Note to a Lead

3. Click on the ‘Notes’ tab. Under the ‘Notes’ tab, you will see the notes related to your Lead. You can also add a new note by simply clicking on the ‘+NEW NOTE’ tab. 

saphyte add notes

4. Fill in Notes details such as ‘Title’ and your Notes ‘Content’. You can set the format of your content with the use of the ‘formatting toolbar’.

saphyte notes content
Bold (B) Make your text bold
Italics (I) Italicize your text
Bullets Create a bulleted list
Numbering Create a numbered list

5. You can select a color among the options like that of a sticky note. Once done, click on the ‘SAVE’ button. Select the ‘X’ to cancel.

saphyte select color option and save notes