Adding notes to a lead

Open any lead's detail drawer and you'll find a notes field — plain text, one note per lead. It autosaves shortly after you stop typing, so there's no separate save button to remember to click.

Use it for anything the automated score can't capture: a call you made to verify the lead, a decision you made about a payment, or context for whoever looks at this lead next. Notes persist across future uploads of the same lead data.