Lead Comments

Each Lead can track an unlimited number of Comments. Comments record the time they were created along with the name of the person who added them.

To add a new Comment:

1. Select the Comments tab on the Lead page
2. Enter text into the text box captioned Add new comment
3. Click the Post button to add your Comment to the Lead
4. Your new comment should appear at the top of the Comment list

To edit an existing Comment:

1. Select the Comments tab on the Lead page
2. Locate the Comment in the list
3. Click the yellow paper and pencil icon in the top right corner of the Comment
4. Edit the Comment text in the pop-up box
5. Click the Save button to save your changes
6. Your Comment will be updated in the list

Please Note: You are only permitted to edit your own Comments. You can not edit another User's Comments.

To delete an existing Comment:

1. Select the Comments tab on the Lead page
2. Locate the Comment in the list
3. Click the Red and White x icon in the top right corner of the Comment
4. Click OK in the confirmation dialogue
5. Your Comment will disappear from the list