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How can I add a Note related to a Lead in Funnel?

Notes in Funnel are used to share information related to a specific Lead, internally amongst your team. Notes can only be seen by administrators and cannot be seen by Leads or their guardians. 

To add a new note to an existing Lead, search for the Lead and click on the name to access the Lead detail page. Click on the 'New Note' button at the top of the timeline. Note that you can also 'mention' other team members in a Note, in which case they will receive an automated email letting them know that they have been mentioned. Mentions can be triggered by typing '@' followed by the user's name.


Here's a closer look: 


A pop-up will appear, offering fields for a title and a note, as well as a few formatting options including bold, italic, underline and hyperlink. 


Once you've composed your Note, click 'Save note' and it will appear on the Lead's timeline immediately.


Existing Notes can be edited or deleted by clicking the three dots on the top right hand side of the note. 


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