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You can add notes to leads to remind you of any information you may gather about the lead.
[[Image:Lead.png]]
2. Type a note.
[[Image:Lead2.png]]
3. Click the '''Save''' button.
[[Image:Lead3.png]]
Because you are the author of the note you can click the '''Edit''' icon to edit the note. Other [[User|users]] can only view this note. An [[Administrator|administrator]] can create different types of notes for reporting purposes. If there is no note types created, all notes will be public notes.
Next you will create a task to call this person before the end of the week.
[[Image:Lead4.png]]
* Each Activity can be either an event or a task.
* Clicking the Activity Type options button switches the activities between an event and a task.
==Event Type Activities==
[[Image:Lead5.png]]
* An event has a “start date and time” and an “end date and time”.
==Task Type Activities==
[[Image:Lead6.png]]
1. Create a task type activity as shown below:
[[Image:Lead7.png]]
2. Click the '''Save''' button.
[[Image:Lead8.png]]
The delete and recurring buttons are added to the activity.
[[Image:Lead9.png]]
As you add other tasks and events they will also be added to this list.
[[Image:Lead10.png]]
* The task is displayed under Current Month Tasks.
* If you have created this activity as an event it would have been displayed on the calendar.