[{"data":1,"prerenderedAt":230},["ShallowReactive",2],{"shell":3,"article:workflow-lead-notes":33,"path:g-inbound-leads":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":133,"slug":133,"title":134,"href":135,"letter":136,"icon":182,"cover":183,"goal":188,"summary":189,"level":190,"lessons":191,"next":222},"inbox",{"id":184,"src":185,"alt":186,"caption":187,"width":69,"height":70},"communication-inbound-empty-desktop","\u002Fmedia\u002Fscreenshots\u002Fcommunication-inbound-empty-desktop.jpg","Communication Lists view with the Inbound Leads filter selected and a No enquiries yet message","The Inbound Leads filter in Communication before any website or Facebook form enquiries arrive.","Handle inbound enquiries","Find where enquiries arrive and where their follow-up lives.","beginner",[192,197,202,207,211,212,213,214,218],{"slug":193,"title":194,"href":195,"icon":196},"communication","Review communication and prepare outreach","\u002Fguides\u002Fcommunication","mail",{"slug":198,"title":199,"href":200,"icon":201},"settings-landing-pages","Landing Pages","\u002Fguides\u002Fsettings-landing-pages","megaphone",{"slug":203,"title":204,"href":205,"icon":206},"workflow-import-integration","Review inbound lead integration setup","\u002Fguides\u002Fworkflow-import-integration","upload",{"slug":208,"title":209,"href":210,"icon":206},"workflow-import-lead-sources","Compare lead sources accurately","\u002Fguides\u002Fworkflow-import-lead-sources",{"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":215,"title":216,"href":217,"icon":196},"settings-inbound-mail","Inbound Mail","\u002Fguides\u002Fsettings-inbound-mail",{"slug":219,"title":220,"href":221,"icon":201},"settings-attribution","Attribution review","\u002Fguides\u002Fsettings-attribution",[223,225,226],{"slug":123,"title":124,"href":125,"icon":224},"calendar-check",{"slug":128,"title":129,"href":130,"icon":37},{"slug":227,"title":228,"href":229,"icon":196},"b-email-outreach","B — Review an email before sending","\u002Flearn\u002Fb-email-outreach",1793910214577]