- The comments and updates section allows you to log notes/updates and also communicate with the team.
- If the lead has been sent in by a lead generator, comments you put here will be shared with them giving real-time conversations.
- In addition, you can tag specific users to share your notes and updates with by using the @ symbol followed by their name/or you can select from the drop-down list.
- When leaving an update, you can also specify the type of update click on one of the icons to the right of the box to indicate if an update is a general update or through an email, phone call, in-person meeting or a cold-drop-in. This will then be logged in the update provided.
How To Update Leads On The CRM
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