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Add Notes to Your Lead

Last Updated: Sep 14, 2017 11:17AM EDT
Throughout your day, you should be updating tasks and adding or editing information about your leads to feed information back to your Sales Manager. 

PestPac allows you to leave notes for yourself and for your Sales Manager about the leads you have. These can document good calls, challenges, or quality of the lead.
 
1. Click Quick Links. 

 

 
2. Click Leads.


3. In the Lead Dashboard, find and select your lead.
 


4. Click the “Notes” tab.
 

 
5. Click “Add Note.”

 

 
4. Enter the Date, Time, Type, and the note details. Click “Save” to add the note.

 
 
 
5. The note will be time stamped and live in the “Notes” section of the lead for you or your manager to review when you need it.
 

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