> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://support.automatebusiness.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# 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

![](https://storage.crisp.chat/users/helpdesk/website/-/6/b/4/c/6b4c78051e742000/image_1hrq0ua.png)

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

![](https://storage.crisp.chat/users/helpdesk/website/-/6/b/4/c/6b4c78051e742000/image_45gqd9.png)

* Click on **add notes** option.

![](https://storage.crisp.chat/users/helpdesk/website/-/6/b/4/c/6b4c78051e742000/image_1ekvpxh.png)

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

![](https://storage.crisp.chat/users/helpdesk/website/-/6/b/4/c/6b4c78051e742000/image_qbr0cl.png)