Add notes to a customer or a lead

Notes are for the things you'd never remember: the key under the pot, the dog, the neighbour who complains about noise.

A note on a customer

1. Click Customers and open the customer.

2. In the notes box (Add a note about this customer…), type your note.

3. Press Add note.

A private note on a lead

1. Open the lead and find the Conversation box.

2. Choose Internal note instead of Email customer.

3. Type your note and press Add note.