How to Add Quick Notes to a Skyler360 Lead

Skyler360 provides the ability to add a Quick Note to the Lead View of a Lead

STEP 1: When viewing the Lead List, click on the Lead ID to Open a Lead

STEP 2: Click on the Green + Icon to open the Quick Notes Window   

STEP 3: Enter your Notes regarding the Lead in the Quick Notes Window

STEP 4: Click the Blue Checkmark to Save your Quick Note

Step 5: Skyler360 also provides a Notes Tab for more extensive Notes for a Lead that can be shared – See How to Add Notes to a Skyler360 Lead

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