Lead Notes

Any time you are on the Lead view, you can keep a note for yourself or for other users in the team on any important point worth saving for the record. e.g. minutes of a meeting/call.

Creating a Lead Note

• When in the lead view, click on Note from the toolbar.

• Here, you can choose to use a note template, or just type a new one.
  • You can also access all the note templates and edit them.
  • Click on edit templates on the right bottom of the note template dropdown.

• Lastly, don’t forget to save.
• aNinja auto-saves your work so you don’t lose it.
  • Click on the clock in the toolbar and choose what you want to recover.
• Afterward, you can see the note you just created, the first record in the history in the middle of the page.

Adding an attachment to a Note

• When creating a note, before saving it, click on the attach to add any useful document worth saving on the lead view.
• Lastly, click on save.

Editing a Note

• From the history of interactions in the Lead View, locate the note.
• And, click on the edit pen in the left of the note.

• Make the changes you want (example: add an attachment).
• Lastly, Save it again to save the changes.
• Or, click on the recycle bin to disregard the changes. The note will not be deleted from here.

Deleting a Note

• From the history section in the lead View, locate the note.
• Then, click on the recycle bin on the right bottom of the note.
• And OK to confirm deleting the note.