TABLE OF CONTENTS


Overview

This guide explains how to create a Lead Note in Core step by step, including accessing the lead details and entering the note information.



Step 1: Navigate to the Lead Module



Step 2: Edit the Lead


  • Click on Edit under the Action column for the desired Lead's Name.


Step 3: Navigate to the Activities Tab




Step 4: Navigate to the Delete Button

  • Once in Activities, click on the Delete Button against a Note.



Step 5: Click on the Confirm Button


  • In the Confirm Delete Box, click on the Yes, Delete Button.



  • The Note will be successfully Deleted.