Hello, my name is Chris. In this article, you'll learn how to manage and create notes in LeadCenter.
Notes help you document client interactions, record important updates, and collaborate with team members — all in one centralized location.

Accessing Notes

There are two ways to access notes in LeadCenter:

1. From the Notes Section

• Go to the blue menu on the left.
• Click Notes.

This opens the full list of notes added to the system — including both client-related and general notes.

Each note shows:

• The contact it’s linked to (if applicable)
• The date it was created
• The last updated date

Click the arrow on the right side of any note to expand and view its full content.

Uploading Documents and Adding Comments

Uploading a Document

To attach a file related to a note:

• Click Upload Document.
• Once uploaded, the document will be attached directly to that note.

Adding a Comment

To comment on a note:

• Use the comment box below the note.
• You can @mention another user to notify them.
  • Example: @John Please check this note.

Click Post — the comment will be added, and the mentioned user will receive an email notification with a direct link to the note.

Editing and Categorizing Notes

Click the three dots (⋯) on any note to:

• Edit
• Delete
• Change visibility (e.g., make it visible only to yourself)

You can also assign a category to a note — for example, to group it under a specific topic like Meeting Summary or Follow-Up.
Once saved, the category name appears next to the note for easy reference.

Accessing Notes from a Contact Record

The second way to access notes is through the Contacts section:

1. From Contacts or the Sales Pipeline, open a contact’s details.
2. From the left-hand menu, click Notes to view all notes associated with that contact.

You can also create new notes directly from this section.

Adding a New Note

You can add notes in multiple ways:

• From the Notes section
• From the Contact Details page
• Or through the Actions Menu by selecting Add Note

When creating a note:

1. Choose a template if desired.
   • Example: Click the green button to select the Meeting Summary template.
2. Or use one of the preset buttons to pre-fill your note with a saved message.
3. Optionally, attach a workflow to the note.
   • Once selected and saved, the workflow will run automatically in the background.

Searching Notes

To find specific notes:

1. Go to the Notes section.
2. Use the search bar to search for keywords.
   • Example: Searching for qualified will show all notes containing that word.
3. To reset your view and display all notes again, click the X next to the search term above the search bar.

Wrapping Up

That’s how you create, manage, and search for notes in LeadCenter — whether from a contact record or directly from the main notes page.
With features like file uploads, workflow automation, tagging, and team mentions, managing notes has never been easier.

Thank you!