Notes let you track your conversations and follow-up history on any lead.

Step 1 — Find the Notes button on your lead list
Go to My Web Leads or My Leads. Each lead row has an amber Notes button in the Actions column. The number badge shows how many notes exist.

Step 2 — Add your note in Quick View
Click the Notes button. The Quick View modal opens directly on the Notes tab. Type a subject and your note, then click Add Note. Your note saves instantly.

Step 3 — See all your notes in one place
Click Notes Feed in the left sidebar (below My Leads) to see every note you have added across all leads, newest first. You can search and filter by lead, order, name, or keyword.

Tip: If you share a lead with a team member, both of you can add notes. Each person gets an email when the other adds a note.