If you're an iOS user and haven't downloaded the Zendesk Sell mobile app, head over to the App Store to install the app on your mobile device to get started with managing your Lead, Contacts, and Deals on the go!
Create notes to capture anything about the Lead, Contact or Deal you’d like to document or reference, such as meeting notes, personal information, or buying preferences. When you create a Note, it will instantly log to the Activity Feed with a timestamp of when it was created and the name of the user who created the note.
Keep in mind that Notes are represented by the notepad icon on Lead, Contact, and Deal cards.
To create a new Note, navigate to a particular Lead, Contact, or Deal and click on the notepad icon
Click on the + icon, located at the top right, to create a new Note
After you enter the content of the note, click Done to save.
If you're logging a Note for a Deal and would like this Note to also log to the Primary Contact associated to the Deal, check the box to "Show on the Primary Contact" to have this note replicated on both the Deal and Contact automatically.
There are two ways to view all Notes related to a Lead, Contact, or Deal. You can view Notes as part of the Activity feed by clicking on the Activity tab at the top of the card, or you can click on the notepad icon to display all Notes.
To edit or delete existing Notes, click on the notepad icon to display all Notes. Click on a Note to edit the content of the Note and click Done to save. To delete the Note, either click on the trashcan icon located at the bottom center of your screen when viewing a note, or swipe left on a Note when viewing all Notes.