How to Add a Note to Lead Timeline? 

How to Add a Note to Lead Timeline? 

ConvertLead > Left-Hand Menu > Leads 

  1. Follow the above-mentioned workflow to land on the Leads screen. 

  1. Click the icon from the specific lead’s row for which you want to view the timeline. 


Figure 81 Lead Timeline 

  1. From the lead timeline screen, navigate to the bottom. 

  1. To add a note to the timeline, click the button. 


Figure 82 Add Note 

  1. This opens a free text field in which you can add the note. 

  1. Once you have entered the note text, click the button. This adds the note to the lead timeline. 


Figure 83 Submit