How to Log a Note or Activity on a Lead

Post a note to a lead's communication timeline.

Before you start

An existing lead.

Steps

1. Open the lead record.
2. Click the Communications tab (or click Note in the top action bar — both open the same place).
3. 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.
4. 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.