How to add note and attach a document for a lead?

Created by Binita Goswami, Modified on Fri, 20 Sep at 12:37 PM by Binita Goswami

  • Open a lead from Lead view

  • Tap on Notes to to see the notes if there


  • Tap on Add Note to create a new note. It has option to add file to attach file from mobile or take a photo from mobile to attach

  • Tap on Save to save the note


How to attach a document or file for a lead?


    


  • Next tab is Files to view file or add attachment

  • Once Tap on Add attachment button, it has the option to select the file type, it might be File, Link or note


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