Here's an interactive tutorial on adding notes. Click on "Try It" to display other viewing options. 


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26 STEPS

1. You can access and add notes to a lead in the Campaigns and Search Tab.

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2. Select a campaign - FSBO

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3. This is the lead that we're adding a note to Laura Nelson

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4. Notes can be found by accessing the Lead information pane.


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5. Click the Notes Tab

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6. Click Write New Note

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7. Note Title is optional. To add a title click Note title

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8. Type Note title and Press Tab

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9. Type Note text

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10. Click Add Notes

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11. Click close

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12. You can only add a maximum of 6 notes per lead.

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13. Click Add Notes

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14. An error message will appear once the limit is reached.

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15. Click Add Notes

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16. Click Note text

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17. Another way of adding notes is through the  search option.

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18. Click Three or more characters

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19. Click Three or more characters

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20. Search for a lead by Typing Three or more characters and Press Enter

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21. Hover your mouse to the Notes tab then

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22. Click to add a note

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23. Click Note text

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24. Type Note text

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25. Click Add Notes

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26. That's it. You're done.

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Here's an interactive tutorial

https://www.iorad.com/player/1782840/How-to-add-notes-using-the-Campaigns-option-and-Search-option-

start iorad content - don't remove it