How to Log Notes for Leads in the Inbox

Logging a Note

1. Open an Email Thread

   • Navigate to the Inbox and click on the email thread for the lead you want to add a note to.

2. Click "Add Note"

   • Select the "Add Note" option to open the note creation panel.

3. Enter Your Note

   • Type your note in the provided text field to document important details or insights.

4. Save the Note

   • Click Save to attach the note to the lead’s record.

Managing Notes

• View or update notes directly from the lead’s inbox panel.

• Use notes to keep track of important context for follow-ups or collaboration.

With LeadEngine.ai, logging notes is simple, helping you stay organized and informed about each lead!