Add a private note to a lead

• Director
• Admin
• Needs: CRM
• Desktop
• Phone
• Draft

If you don't see this

• It needs the CRM permission. A director grants it under Manage School → Staff → Permissions.

Notes are for your team only. Families never see them, and a note doesn't count as contacting the family.

Before you start

• Finish Open a lead's details first.

Steps

1. Open the lead's Lead Information sheet.
2. Scroll to Notes and tap + Add note.

   Screenshot coming soon01 · /crm

   The Notes card on Lead Information

3. Type the note.
4. Tap Save note.

Tips

• Each note shows who wrote it and when.
• To record a call, email or visit with the family, use Log Contact instead. See Log a contact with a lead.