Notes

The Notes feature in the lead module provides users with a versatile tool for documenting and organizing important information related to leads.

Add Notes

1. Access the lead file section within the lead module.

2. Within the lead details page, locate the Notes icon.

3. You have options to categorize notes into different categories such as General, Quotations, Costing, and Operations. Select the appropriate category for your note.

4. Click icon. The Notes will get displayed in the interface.

Update Notes

Refine your notes effortlessly to ensure they reflect the latest information.

1. Click on the dropdown icon adjacent to existing note.

2. Click on the Edit icon.

3. Make the necessary changes.

4. Click the button.

5. Your notes will be successfully updated.

Delete Notes

1. Click on the dropdown icon adjacent to existing note.

2. Select the delete Delete icon to initiate the deletion process.

3. This action prompts a Warning screen asking for confirmation.

4. Click the Yes button to proceed with deletion.

5. The notes will be removed from the system accordingly.

Our feature is designed to grant exclusive deletion and editing privileges for notes to their creators, ensuring that only those who originally authored the notes have control over their modification or removal.