Adding Notes To A Client Profile

Notes can be added to an individual lead through the Client Profile page. Date, time, and the User will be recorded along with each note. You may also edit and delete notes after entry.

1. Scroll to the bottom of the History section of the Client Profile page.

2. Type your notes in the field right below History.

3. Click Save note.

4. Bring your cursor over the last line to view the date and time.