The Notes tab allows you to enter notes for an account to refer to.
Articles in this section
- 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