Creating Lead Notes
  • 21 Feb 2024
  • 1 Minute to read
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Creating Lead Notes

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Article summary

1. Click on BOOKINGS

Step 1 screenshot

2. Click on Leads

Step 2 screenshot

3. You will see a popup showing all of your leads

Step 3 screenshot

4. Click on on a guest you would like to leave notes for

Step 4 screenshot

5. You will see a new popup with the lead information

Step 5 screenshot

6. Click on Notes

Step 6 screenshot

7. Enter note information

Step 7 screenshot

8. Click on Add Note

Step 8 screenshot

9. You will see the note log below. You can add another note if necessary.

Step 9 screenshot

10. You will now see any notes added in the Note Log. Click on the arrow next to the note to expand each

Step 10 screenshot

11. You will now see all notes in the note log based on the time it was input

Step 11 screenshot


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