Each Lead can track an unlimited number of Comments, making it easy to keep a running log of communications, updates and notes related to that Lead. Comments record the date and time they were created, the name of the person who added them, and whether the comment came from your internal team or a contact for the client.
To add a comment:
- Open the Lead > Comments tab
- Click the + Add Comment button
- Select the Comment Source - From Us or From Client
- If selecting From Client, choose the relevant Contact from the dropdown
- Enter your comment in the text box
- Click Save
Please Note: To edit a Comment click the yellow pencil icon; to delete, click the red X and confirm. You can only edit your own Comments but any Comment can be deleted.
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