Notes are a great way to add details about a lead or a contact, that could come in handy when you connect with them in the future. If your prospect asks for an infographic during your demo, you can have it jotted down as a note. That way, even when the lead is assigned to another sales rep, they’d know about the infographic from the note under that lead.
Here's how you do it,
- Select the lead (or a contact) that you'd like to add a note to, from the Leads (or Contacts) list view page.
- Click Notes and type your note in the space provided.
- Click Done to add the note.
Where can you access your notes in Freshsales?
You need to edit to change one of the columns to Recent notes.