Adding Notes to Your Workflow in LeadDec

Stay organized and improve your lead management with LeadDec by learning how to effectively add notes to your workflow.

1. Start by clicking 'Automation' to proceed.

1 To start off, click here.

2. Next, select 'Create Workflow' to initiate a new workflow.

2 Then, click on "Create Workflow".

3. Choose 'Start from Scratch' to build your workflow from the beginning.

3 Click on "Start from Scratch".

4. Now, add a trigger to kickstart your workflow.

4 After that, click on the element.

5. Click the '+' sign to incorporate an action step.

5 Click here.

6. Then, select 'Add to Notes' for additional info.

This action will automatically add notes to the contact.

6 Then, click on "Add to notes".

7. In this section, add your note and utilizing the icons above as needed.

7 Click here.

8. Following that, ensure to 'Save Action' to secure your changes.

8 Following that, click on "Save Action".

9. Finally, make sure to save and publish your completed workflow.

9 Click on the element.

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