[{"data":1,"prerenderedAt":214},["ShallowReactive",2],{"shell":3,"article:workflow-lead-notes":33,"path:e-team-workflow":181},{"mode":4,"siteUrl":5,"commit":6,"generatedAt":7,"counts":8,"searchIndex":13,"menu":14,"popularSearches":15,"topics":21},"publication","https:\u002F\u002Fhelp.getleadscore.ai","e0fd82cf1a","2026-11-05T20:23:28.761Z",{"guides":9,"paths":10,"drafts":11,"shots":12},131,8,0,153,"\u002F_search\u002Findex.a27024c5c2a1.json","\u002F_nav\u002Fmenu.42deedb43cb8.json",[16,17,18,19,20],"import contacts","follow up","text templates","call rotation","where are my meetings",[22,23,24,25,26,27,28,29,30,31,32],"getting-started","leads","import","follow-ups","email","calling","outreach","performance","account","settings","troubleshooting",{"id":34,"slug":34,"kind":35,"href":36,"icon":37,"title":38,"description":39,"level":40,"status":41,"verification":42,"reviewedAt":43,"videoStatus":44,"topic":45,"html":48,"toc":49,"shots":63,"related":84,"topicNext":115,"paths":116,"videos":137,"sidebar":138},"workflow-lead-notes","guide","\u002Fguides\u002Fworkflow-lead-notes","users","Read and add lead notes","Notes combines the lead's note timeline with a note composer. Open the intended record in the shared drawer and select Notes; there is no separate Notes route…","intermediate","published","browser-observed-read-only","2026-11-04","planned",{"slug":23,"title":46,"href":47},"Leads and records","\u002Ftopics\u002Fleads","\u003Cdiv class=\"intro\" data-section=\"intro\">\u003Cp>Notes combines the lead's note timeline with a note composer. Open the intended record in the shared drawer and select \u003Cstrong>Notes\u003C\u002Fstrong>; there is no separate Notes route. You need access to that lead and authority to add or change its information.\u003C\u002Fp>\u003C\u002Fdiv>\n\u003Cfigure class=\"see shot\" data-shot-figure=\"lead-record-notes-desktop\">\u003Cp class=\"see-label\">What you’ll see\u003C\u002Fp>\u003Cbutton type=\"button\" class=\"shot-open\" data-shot=\"lead-record-notes-desktop\" data-view=\"plain\" aria-label=\"Enlarge screenshot: Lead record on the Notes tab with Tags, a Note Type picker, Dictate, a note editor and a Save Notes button\">\u003Cimg src=\"\u002Fmedia\u002Fscreenshots\u002Flead-record-notes-desktop.jpg\" alt=\"Lead record on the Notes tab with Tags, a Note Type picker, Dictate, a note editor and a Save Notes button\" width=\"1920\" height=\"873\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>The Notes tab on a lead, where you add tags, pick a note type, type a note and select Save Notes.\u003C\u002Ffigcaption>\u003Cdiv class=\"shot-actions\">\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"lead-record-notes-desktop\" data-view=\"plain\">Enlarge\u003C\u002Fbutton>\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"lead-record-notes-desktop\" data-view=\"numbered\">Numbered version\u003C\u002Fbutton>\u003C\u002Fdiv>\u003C\u002Ffigure>\n\u003Csection class=\"section\" data-section=\"review-existing-context\">\u003Ch2 id=\"review-existing-context\">Review existing context\u003C\u002Fh2>\u003Col class=\"steps\">\n\u003Cli>Confirm the drawer's record identity.\u003C\u002Fli>\n\u003Cli>Read note type, content, timestamp, and attribution together.\u003C\u002Fli>\n\u003Cli>Distinguish ordinary notes from imported form answers and edited notes.\u003C\u002Fli>\n\u003Cli>Use the composer only when you intend to add information; its restored text can be a local unsaved draft.\u003C\u002Fli>\n\u003C\u002Fol>\u003Cp>The composer supports \u003Cstrong>Note Type\u003C\u002Fstrong>, Markdown formatting, and \u003Cstrong>Write\u002FPreview\u003C\u002Fstrong>. Preview renders the current text; it does not establish a saved note. Tags are separate lead information, and changing them should be treated as a write.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"save-deliberately\">\u003Ch2 id=\"save-deliberately\">Save deliberately\u003C\u002Fh2>\u003Cp>\u003Cstrong>Save Notes\u003C\u002Fstrong> persists the note and updates lead information. The source also requests pipeline-stage evaluation from the note's content after saving. This can have consequences beyond adding a timeline entry, so do not save placeholder notes simply to demonstrate the screen.\u003C\u002Fp>\u003Cp>AI rewrite and dictation invoke processing. Dictation can start automatic AI polish. If Save is clicked while polish is underway, the UI shows \u003Cstrong>Waiting for AI polish…\u003C\u002Fstrong> and saves after that work settles. Switching leads cancels that queued save rather than applying it to another record.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"check-and-recover\">\u003Ch2 id=\"check-and-recover\">Check and recover\u003C\u002Fh2>\u003Cp>After an authorized save, confirm the note appears under the correct lead and inspect any resulting lead changes. A failed refresh can coexist with a successfully saved note; check before resubmitting.\u003C\u002Fp>\u003Cp>Available edit actions use \u003Cstrong>Save Changes\u003C\u002Fstrong> and preserve original content in audit metadata. Hide and Delete affect stored history or visibility; neither is a harmless way to close the panel. Only use actions offered for your identity, and verify their result.\u003C\u002Fp>\u003Cp>Related: \u003Ca href=\"\u002Fguides\u002Fworkflow-lead-activity\">Activity\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Fworkflow-lead-edit\">Edit\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Fworkflow-lead-tasks\">Tasks\u003C\u002Fa>.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"screenshots\">\u003Ch2 id=\"screenshots\">Screenshots\u003C\u002Fh2>\u003Cp>The screenshot for this guide is shown above, under “What you’ll see”.\u003C\u002Fp>\u003C\u002Fsection>",[50,54,57,60],{"id":51,"text":52,"depth":53},"review-existing-context","Review existing context",2,{"id":55,"text":56,"depth":53},"save-deliberately","Save deliberately",{"id":58,"text":59,"depth":53},"check-and-recover","Check and recover",{"id":61,"text":62,"depth":53},"screenshots","Screenshots",{"lead-record-notes-desktop":64},{"id":65,"src":66,"alt":67,"caption":68,"width":69,"height":70,"annotated":71},"lead-record-notes-desktop","\u002Fmedia\u002Fscreenshots\u002Flead-record-notes-desktop.jpg","Lead record on the Notes tab with Tags, a Note Type picker, Dictate, a note editor and a Save Notes button","The Notes tab on a lead, where you add tags, pick a note type, type a note and select Save Notes.",1920,873,{"src":72,"width":73,"height":70,"title":74,"callouts":75},"\u002Fmedia\u002Fannotated\u002Flead-record-notes-desktop-annotated.svg",2390,"Add a note to a lead",[76,79,81],{"number":77,"text":78},1,"Use these tabs to move between Notes, Edit, Documents, Tasks, Calls and more.",{"number":53,"text":80},"Choose a Note Type, then type your note in the box below.",{"number":82,"text":83},3,"When your note is ready, select Save Notes to add it to this lead.",[85,90,95,100,105,110],{"slug":86,"title":87,"href":88,"icon":37,"description":89,"level":40},"workflow-lead-activity","Read the lead activity timeline","\u002Fguides\u002Fworkflow-lead-activity","Activity brings several recorded streams into one timeline for the current lead. Open the shared drawer and select Activity. You need access to the record, and…",{"slug":91,"title":92,"href":93,"icon":37,"description":94,"level":40},"workflow-lead-edit","Review or correct lead fields","\u002Fguides\u002Fworkflow-lead-edit","Edit exposes the current lead's contact, company, pipeline, ownership, and research context. Open the record in the shared lead drawer and select Edit. You…",{"slug":96,"title":97,"href":98,"icon":37,"description":99,"level":40},"workflow-lead-tasks","Review and update tasks for a lead","\u002Fguides\u002Fworkflow-lead-tasks","The lead's Tasks tab keeps its follow-up work alongside the record. Open the intended lead in the shared drawer and select Tasks. You need access to the record…",{"slug":101,"title":102,"href":103,"icon":37,"description":104,"level":40},"workflow-lead-contacts","Review contacts and linked leads","\u002Fguides\u002Fworkflow-lead-contacts","Contacts lists people attached to the current lead and relationships to other lead records. Open the intended lead in the shared drawer and choose Contacts…",{"slug":106,"title":107,"href":108,"icon":37,"description":109,"level":40},"workflow-lead-documents","Review documents attached to a lead","\u002Fguides\u002Fworkflow-lead-documents","Documents shows files associated with the current lead. Open the intended record in the shared drawer and choose Documents. You need access to the record and…",{"slug":111,"title":112,"href":113,"icon":37,"description":114,"level":40},"workflow-lead-messages","Review a lead’s message history","\u002Fguides\u002Fworkflow-lead-messages","Messages gathers available message history for the selected lead and offers channel-specific reply workflows. Open the lead drawer and select Messages. You…",{"slug":96,"title":97,"href":98},[117,122,127,132],{"slug":118,"title":119,"href":120,"letter":121},"a-small-list-beginner","A — Learn a small-list workflow","\u002Flearn\u002Fa-small-list-beginner","A",{"slug":123,"title":124,"href":125,"letter":126},"d-follow-ups","D — Learn the daily follow-up routine","\u002Flearn\u002Fd-follow-ups","D",{"slug":128,"title":129,"href":130,"letter":131},"e-team-workflow","E — Understand team access and handoffs","\u002Flearn\u002Fe-team-workflow","E",{"slug":133,"title":134,"href":135,"letter":136},"g-inbound-leads","G — Find and triage inbound enquiries","\u002Flearn\u002Fg-inbound-leads","G",[],{"title":46,"href":47,"groups":139},[140],{"title":141,"items":142},null,[143,146,150,154,155,156,157,158,159,160,164,168,172,173,177],{"label":144,"href":145,"slug":23},"Find and review leads","\u002Fguides\u002Fleads",{"label":147,"href":148,"slug":149},"Work with a lead record","\u002Fguides\u002Flead-record","lead-record",{"label":151,"href":152,"slug":153},"Add a lead manually or with Smart Paste","\u002Fguides\u002Fworkflow-manual-lead","workflow-manual-lead",{"label":38,"href":36,"slug":34},{"label":97,"href":98,"slug":96},{"label":92,"href":93,"slug":91},{"label":102,"href":103,"slug":101},{"label":107,"href":108,"slug":106},{"label":112,"href":113,"slug":111},{"label":161,"href":162,"slug":163},"Review email status for a lead","\u002Fguides\u002Fworkflow-lead-emails","workflow-lead-emails",{"label":165,"href":166,"slug":167},"Review call history and recordings","\u002Fguides\u002Fworkflow-lead-calls","workflow-lead-calls",{"label":169,"href":170,"slug":171},"Understand a lead’s score history","\u002Fguides\u002Fworkflow-lead-scoring","workflow-lead-scoring",{"label":87,"href":88,"slug":86},{"label":174,"href":175,"slug":176},"Review a mass update before changing leads","\u002Fguides\u002Fmass-update","mass-update",{"label":178,"href":179,"slug":180},"Preview an existing document","\u002Fguides\u002Fdocument-viewer","document-viewer",{"id":128,"slug":128,"title":129,"href":130,"letter":131,"icon":37,"cover":182,"goal":187,"summary":188,"level":40,"lessons":189,"next":207},{"id":183,"src":184,"alt":185,"caption":186,"width":69,"height":70},"settings-user-management-list-desktop","\u002Fmedia\u002Fscreenshots\u002Fsettings-user-management-list-desktop.jpg","Users page in Settings, listing three active team members with their job title, access level and an Edit button.","The Users page, where you select Add User to invite someone, or Edit to change a person's job title.","Work with a sales team","Understand users, access levels and how teammates hand work over.",[190,195,199,200,201,202],{"slug":191,"title":192,"href":193,"icon":194},"settings-user-management-list","Users","\u002Fguides\u002Fsettings-user-management-list","user-cog",{"slug":196,"title":197,"href":198,"icon":194},"settings-user-management-permissions","Permissions","\u002Fguides\u002Fsettings-user-management-permissions",{"slug":34,"title":38,"href":36,"icon":37},{"slug":96,"title":97,"href":98,"icon":37},{"slug":86,"title":87,"href":88,"icon":37},{"slug":203,"title":204,"href":205,"icon":206},"workflow-task-create","Create a follow-up task","\u002Fguides\u002Fworkflow-task-create","calendar-check",[208,209],{"slug":123,"title":124,"href":125,"icon":206},{"slug":210,"title":211,"href":212,"icon":213},"h-performance","H — Read performance with the right scope","\u002Flearn\u002Fh-performance","chart-column",1793910214493]