Notes, follow-ups and quick actions on a lead

Add a note

1. On Leads, tap Add a note on the lead (it reads Notes & more once there is one).
2. Type what happened — “Called, pre-approved, wants Saturday” — and press Enter. It saves by itself; Shift + Enter starts a new line.
3. The newest note shows under the lead. Tap the × next to a note to remove it.

Follow up on a day

1. In the same panel, under Follow up, tap Tomorrow, In 3 days or Next week, or pick a day.
2. The lead moves to Following up later, out of your way. On the day, it comes back to the top with a Follow up today tag, and it is in your morning summary.
3. Changed your mind? Tap Undo on the message at the bottom, or Clear next to the follow-up day.

Quick actions

1. Text: opens a text message to them on your phone, already started.
2. Add to my calendar or Google Calendar: the viewing or call as a calendar entry. When they asked for “Saturday morning”, the time is a best guess — check it before you save it.
3. Mark as done when you have dealt with it. Undo brings it straight back.

Find a lead

1. Type in Search name, phone, email or note at the top of Leads. The last few digits of a phone number are enough.
2. The same person in two chats shows as one lead, with what they asked before.

Still stuck? See all guides or contact us — a person reads every message.