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 'Note' button above the lead's activity record.
Type the note and click the blue save icon to save it or cancel icon if you do not want to save it.
Once the note is saved you can click on the pencil icon to edit it again.
To delete it you can click on the trash can icon and if it is an important note to be referenced you can click on the Pin icon to pin the note to the top of the activity log.
Manually Logging A Call or Email
If you make a call, send an email or text outside of LeadSimple, or have a meeting with the lead, you can log it manually.
Click on the 'Manual' button on the lead record.
Under activity type, you can select any of the drop-downs and make a note of what you did.
The note will show up in the lead's activity feed once you hit save.
