Add Notes to Prospects

admin

2 min read

Updated: April 27th, 2022

Where can I see the notes about my prospects?

1.  To see the notes related to your prospect, go to the ‘Prospects’ section.

2. Choose the Prospect profile under the Prospects 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 prospect profile from the prospects list.

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

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’.

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.