How to Add a Note to Lead Timeline?
ConvertLead > Left-Hand Menu > Leads
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Follow the above-mentioned workflow to land on the Leads screen.
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Click the
icon from the specific lead’s row for which you want to view the timeline.
Figure 81 Lead Timeline
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From the lead timeline screen, navigate to the bottom.
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To add a note to the timeline, click the
button.
Figure 82 Add Note
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This opens a free text field in which you can add the note.
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Once you have entered the note text, click the
button. This adds the note to the lead timeline.
Figure 83 Submit