Adding Lead Notes
1. Select Menu > Sales & Marketing > Lead > Search.
2. Enter your search criteria in the Lead Query zone.
The C1-owned base package search options include:
◦ Name and address
◦ Related object
◦ Representative and initiative
◦ Lead ID
3. Click Refresh.
4. In the search results list, click the link for the lead you want to view maintain. The selected lead opens in the Lead portal.
5. Scroll, as necessary, to view the Notes zone.
6. Click the Add Notes link in the zone’s title bar.
7. Enter the desired information in the Add Notes for Lead pop-up window and click Save.
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