{"id":12732,"date":"2021-10-30T12:40:05","date_gmt":"2021-10-30T12:40:05","guid":{"rendered":"https:\/\/leadzpipe.com\/?post_type=docs&p=12732"},"modified":"2021-10-30T12:42:04","modified_gmt":"2021-10-30T12:42:04","slug":"how-to-add-notes-remarks-to-a-lead","status":"publish","type":"docs","link":"https:\/\/leadzpipe.com\/docs\/how-to-add-notes-remarks-to-a-lead\/","title":{"rendered":"How to add notes\/remarks to a lead"},"content":{"rendered":"\n

Step 1: <\/h2>\n\n\n\n

After you log in to Leadzpipe, click ‘Engage’ and then select ‘Leads’ from the dropdown. <\/p>\n\n\n\n

\"\"<\/figure><\/div>\n\n\n\n

Step 2: <\/h2>\n\n\n\n

Now, click the lead name for which you want to add a note or reminder<\/p>\n\n\n\n

\"\"<\/figure><\/div>\n\n\n\n

Step 3: <\/h2>\n\n\n\n

Click ‘Note\/Reminder’, as shown in the image below<\/p>\n\n\n\n

\"\"<\/figure><\/div>\n\n\n\n

Step 5: <\/h2>\n\n\n\n
  1. In the Activity Box you can choose ‘Note’, ‘Call’, ‘Email’, ‘WhatsApp, ‘Meeting’, ‘Site Visit’.<\/li>
  2. You can even set a reminder by clicking the ‘Set Reminder’ Box.<\/li>
  3. In Details you can write more information about the purpose of the ‘Activity’.<\/li><\/ol>\n\n\n\n
    \"\"<\/figure><\/div>\n\n\n\n

    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 it\ud83d\ude13 Please ping us on the Live Chat or Email us.<\/a>
    We are always happy to help you\ud83d\ude0a<\/p>\n","protected":false},"excerpt":{"rendered":"

    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: In the Activity Box you can choose ‘Note’, ‘Call’,…<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"order-bump-settings":[],"_wpfnl_thankyou_order_overview":"on","_wpfnl_thankyou_order_details":"on","_wpfnl_thankyou_billing_details":"on","_wpfnl_thankyou_shipping_details":"on","_kad_post_transparent":"","_kad_post_title":"","_kad_post_layout":"","_kad_post_sidebar_id":"","_kad_post_content_style":"","_kad_post_vertical_padding":"","_kad_post_feature":"","_kad_post_feature_position":"","_kad_post_header":false,"_kad_post_footer":false},"doc_category":[304],"doc_tag":[],"_links":{"self":[{"href":"https:\/\/leadzpipe.com\/wp-json\/wp\/v2\/docs\/12732"}],"collection":[{"href":"https:\/\/leadzpipe.com\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/leadzpipe.com\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/leadzpipe.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/leadzpipe.com\/wp-json\/wp\/v2\/comments?post=12732"}],"version-history":[{"count":2,"href":"https:\/\/leadzpipe.com\/wp-json\/wp\/v2\/docs\/12732\/revisions"}],"predecessor-version":[{"id":12739,"href":"https:\/\/leadzpipe.com\/wp-json\/wp\/v2\/docs\/12732\/revisions\/12739"}],"wp:attachment":[{"href":"https:\/\/leadzpipe.com\/wp-json\/wp\/v2\/media?parent=12732"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/leadzpipe.com\/wp-json\/wp\/v2\/doc_category?post=12732"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/leadzpipe.com\/wp-json\/wp\/v2\/doc_tag?post=12732"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}