Making a Note

Even though calls and emails are automatically tracked, you may want to leave a note with additional information OR you may want to document a call or email that took place outside of LeadSimple.

Adding A Note

Click on the 'Record Note' button on the lead record.

Type the note and click the green check box to save it or red trash can icon to cancel it.

Once the note is saved you can click on it to edit it again.

Manually Logging A Call or Email

If you make a call or email outsite of LeadSimple, you can log it with a note.

Click on the 'Record Note' button on the lead record.

Select the type drop down and select either call or email.

This will make the note as a call or email.

Got more questions? Call (888) 626-3259 or email, or start a chat session right now.

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