Editing a Lead Note
To edit the text of a lead note:
- In the Business menu, select Leads.
- On the Lead Manager, All tab, drill down on the name of the Client/Prospect you wish to edit.
- On the lead detail screen, scroll down to the Lead History area.
- Click the text area of the note that you wish to edit. A small edit pane is displayed.
- Edit the note text, as required.
- Save your changes.