How to save notes in leads?

Steps to save notes in leads using Automate Sales CRM:

You can read the guide to learn how to save notes in leads using Automate Sales CRM:

Go to the Leads section



Click on three dots for the lead in which you want to add the notes.



Click on add notes option.



Type the note you want to add or record a voice note and click on save .*

Updated on: 12/05/2025