Skip to main content
3 min readBasicAgentManagerAdmin

Notes on a lead

Log what was agreed — so you (and anyone who opens the lead) know exactly where it stands.
Open in CloseUp

Steps

  1. 01

    Find "Tasks & notes"

    The lead card's side panel has Tasks & notes with All · Tasks · Notes.
    On a phone, the note icon in the bottom bar (Add note).

  2. 02

    Write and save

    Type in Write a note.... Bold Ctrl+B, italic Ctrl+I, lists and links work.
    Click Save or Ctrl+Enter.

    You should see: The note appears with the date and your name.
    Tip: Want it to be a task too? Click Task before saving and set a Due date.
  3. 03

    Edit, delete or convert

    On each note: Edit · Delete · Convert to task.

Questions

Who sees my notes?

Anyone allowed to see the lead — managers, your team lead and whoever it's reassigned to.