How to Create a Note on a Lead Contact

Location: Contact Record View/Notes Section

Overview: The quickest and easiest way to create a note on a Lead Contact is to visit their contact record, go the Notes section and enter the note using the quick create fields. 

Watch: View this quick tutorial to learn more about creating and working with notes on a lead contact.

See Also: Work with Your List of Notes via the Finder

Click the Next button to continue through topics on Sales Force Management via Contact View or click here to go to a linked index of help topics for Contacts

Popular Contact Management Topics

• Getting Started - Importing Contacts
• Creating Lists in Contacts
• Find and Edit Contact Information
• Custom Contact Fields
• Sales Force Management via Contact View