How to add notes/remarks to a lead

Step 1: #

After you log in to Leadzpipe, click ‘Engage’ and then select ‘Leads’ from the dropdown.

Step 2: #

Now, click the lead name for which you want to add a note or reminder

Step 3: #

Click ‘Note/Reminder’, as shown in the image below

Step 5: #

  1. In the Activity Box you can choose ‘Note’, ‘Call’, ‘Email’, ‘WhatsApp, ‘Meeting’, ‘Site Visit’.
  2. You can even set a reminder by clicking the ‘Set Reminder’ Box.
  3. In Details you can write more information about the purpose of the ‘Activity’.

We hope that you understood the easy-peasy process of adding notes or remarks to leads in Leadzpipe through the steps mentioned above. But still, if you are facing any difficulty in setting it๐Ÿ˜“ Please ping us on the Live Chat or Email us.
We are always happy to help you๐Ÿ˜Š

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