How to add notes in specific to a lead in Lead Details page?

How to add notes in specific to a lead in Lead Details page?

Notes help salespeople to record important information regarding a Lead. This article covers the steps to be followed for adding notes specific to a lead, on the Lead details page.

Prerequisites

  1. Permissions:  Any profile with special access on lead & create access on notes
  2. Product Plans: All
  3. Activities to be Completed: None

Steps

Step 1 
Click on the 'Leads' tab on the homepage. This will lead to the Leads List page. Find the lead from the list,  either manually scrolling down or by using the filters. Click on the lead name to navigate to the Lead details page.



Step 2
Click on the left quotes icon on the right panel of the screen. This will open Notes Pane. 
Step 3
Type the notes in the input box at the top of the Notes pane and click on the 'Add' button below. The notes will be created and listed below the input box.





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