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.