Adding Lead Notes
- Select
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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
- Click Refresh.
- In the search results list, click the link for the lead you want to view maintain. The selected lead opens in the Lead portal.
- Scroll, as necessary, to view the Notes zone.
- Click the Add Notes link in the zone’s title bar.
- Enter the desired information in the Add Notes for Lead pop-up window and click Save.