The actions to create a note on an lead is the same as other entities so please see the generic instructions linked below
Notes allow you to record objective information against a lead. By using the Notes section, all those with Dynamics access will be able to see the inputted data.
How to add Notes to a Lead
The actions to create a note on an lead is the same as other entities so please see the generic instructions linked below.
- Scroll to the time line section on the form
- Click on the plus icon
- Select Note

Want to find out more?
Find out more about this with our useful guides!
You must be logged in to post a comment.