Post a note to a lead's communication timeline.
Before you start
An existing lead.
Steps
- Open the lead record.
- Click the Communications tab (or click Note in the top action bar — both open the same place).
- On the All Communications sub-tab, click into the Add a note about this lead… box and type your note. Use the image icon to attach a file if needed.
- Click Post.
What you'll see
Your note appears in the timeline below, labeled with your name and the timestamp. The Notes sub-tab count increments, and the Communications count on the lead's overview page updates too.
Note
Communications also has separate sub-tabs for Calls, Texts, E-Mails, and Chat — a note is just one of several logged activity types, all rolled up under one timeline.
Related articles
Other guides that answer questions close to this one.
How to Schedule a Callback on a Lead
Schedule a future callback reminder tied to a lead. Before you start An existing lead. Steps 1. Open the lead record. 2. Click Callback in the top action bar. 3. Enter a date and time for the callback and confirm. What…
How to Create a Lead
Manually create a new lead record in KamoCRM. Steps 1. In the left sidebar, click Leads. 2. On the Lead Browser page, click + Add Lead in the action bar. 3. Select a Lead Market from the dropdown (for example, KamoCRM…
Leads, Opportunities and Accounts
Three related but distinct objects, often confused because they describe stages of the same relationship: Lead The raw prospect record — contact info, which Market/Vendor/Product it came from, its Status/Sub-Status, and…