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
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