Open a Lead
From your Leads List, click on any lead to open the Lead Details page.
Click the Comments Icon
You’ll find the Comments icon at the top of the lead view.
A counter badge shows if there are any unread comments.
Add Your Comment
Type your note, update, or message in the comment box.
Every comment is timestamped and tagged with your name automatically.
Post It
Click Post (or hit Enter) to share it with your team.
Everyone with access to that lead will see it right away — no saving required.
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.