How It Works
Notes
Add notes to any lead to keep track of calls, research, and next steps.
Notes
Notes let you record information about a lead as you work it — call outcomes, research findings, next steps, or anything else you want to remember.
Adding a note
You can add notes from two places:
- The review queue — While reviewing a lead, tap the note icon in the footer. A small popover opens where you can type your note.
- The lead detail panel — When viewing a lead from your campaign's approved list, use the note button in the footer.
Type your note and press Cmd+Enter (Mac) or Ctrl+Enter (Windows) to save. Or just tap the save button.
Where notes appear
Notes show up in the History & Campaigns section of the lead detail panel. They're displayed in a timeline alongside other activity:
- When the lead was approved or dismissed (and in which campaign)
- Pipeline stage changes
- Your notes (highlighted so they stand out)
Everything is shown in chronological order, so you get a complete picture of all activity on a property.
Tips for good notes
- Keep them brief — "Called owner, left voicemail. Will follow up Thursday." is plenty.
- Record outcomes — Did you talk to the owner? What did they say? Are they interested?
- Note next steps — What needs to happen next? This helps when you come back to the lead later.
- Add context during review — If you notice something interesting while reviewing a lead, jot it down so you remember when you follow up later.