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Every lead will have its own note section.
These notes will appear on the exports.
An additional property of the Notes section is the priority of the note.
The priorities are as followslisted in the following table:
Priority | Description |
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Normal | Add a note that will appear on the lead. |
High | Add a note that will appear on the lead but will always be entered for viewing above |
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Normal |
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priority notes previously entered. | |
Urgent | Add a note that will appear on the lead but will always be entered for viewing above |
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High |
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priority notes previously entered. |
Stick |
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to Top | Add a note that will appear on the lead but will always stick to the top of the notes regardless of how many notes are entered afterwards and their priority level. |
The different priority selected will post your note in a hierarchy view.
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