Editing a Lead Note

To edit the text of a lead note:

  1. In the Business menu, select Leads.
  2. On the Lead Manager, All tab, drill down on the name of the Client/Prospect you wish to edit.
  3. On the lead detail screen, scroll down to the Lead History area.
  4. Click the text area of the note that you wish to edit. A small edit pane is displayed.
  5. Edit the note text, as required.
  6. Save your changes.

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