How to Log a Note or Activity on a Lead
Post a note to a lead's communication timeline.
Before you start
An existing lead.
Steps
- Open the lead record.
- Click the Communications tab (or click Note in the top action bar — both open the same place).
- On the All Communications sub-tab, click into the Add a note about this lead… box and type your note. Use the image icon to attach a file if needed.
- Click Post.
What you'll see
Your note appears in the timeline below, labeled with your name and the timestamp. The Notes sub-tab count increments, and the Communications count on the lead's overview page updates too.
Note
Communications also has separate sub-tabs for Calls, Texts, E-Mails, and Chat — a note is just one of several logged activity types, all rolled up under one timeline.
