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Adding Lead Notes

This article will walk you through on how to add and view lead notes in AVA™ Portal

Alex Vorobiev avatar
Written by Alex Vorobiev
Updated yesterday

Click the three-dot menu

In the lead view, find the three-dot icon on the top right corner.


Select “Notes”

Choose “Notes” from the dropdown options.


Add your notes

Type your comments or details into the notes text box.


Click “Save”

When you’re done, hit the “Save” button to lock it in.

That’s it!

Your notes are now attached to the lead for future reference.


Need Help?

Our team is happy to walk you through it—chat with us or email [email protected] anytime.

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