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Adding Notes Through Contacts in LeadDec

Personalize your approach and keep track of vital client interactions by adding notes to contact profiles in LeadDec. This practical guide details how to efficiently integrate notes within the Contacts section, enabling you to document important information, observations, and follow-up tasks. Discover the benefits of this feature for maintaining a comprehensive understanding of your clients’ needs and preferences, thereby improving your service delivery and relationship management.

1. Begin by selecting "Contacts"

1 To start, click on the element.

2. Now, proceed by choosing contacts from the list

2 After, click on "Zoozzy".

3. Next, click the pencil icon located on the left side.

3 Next up, click on the element.

4. Proceed to add new details by clicking on 'Add'.

4 Next up, click on "Add".

5. Now, type your note in the text area provided.

5 Click on the element.

6. Save your note by hitting the 'Save' button.

6 After, click on "Save".

7. If you wish to update the notes, simply click on the pencil icon.

7 Click here.

8. If you wish to delete the notes, simply click on the trash icon

8 Then, click on "Notes".

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