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Add New Lead: Step 4 - Notes

David N

September 14, 2021 12:46

The Notes tab allows you to enter notes for an account to refer to.

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Import Leads
Leads Overview
Add New Lead: Step 1 - Details
Add New Lead: Step 2 - Marketing
Add New Lead: Step 3 - User Defined Fields
Add New Lead: Step 4 - Notes
Add New Lead: Step 5 - Settings
Add New Lead: Step 6 - Saving
Leads Report Dashboard
Leads Report Dashboard: Sales Status

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