Adding Note for a Lead

Tasks and Activities

1.Go to Contacts.

 

 

2. Click on the New.

 

 

 

3. Click on Contact list>>” Note” button.

 

4. Click on “Add Note

4. Enter the below listed details.

a. Note

b. Select “General” for drop down

c.Enter “Date and Time” for the text box.

5. Click on “Save” button

The created meeting for the lead should be displayed a displayed above.