Add Notes To A User

You can add notes to any lead or user profiles from a variety of different places:

• From the lead card

• From the action menu

• From the user's profile

Staff can add notes to a user's profile, including documents and images. This can be useful to track issue resolutions, medical information, and much more.

Notes can be seen by any staff member with permission to view that user's profile. Users themselves cannot see any of the notes that you add.

Add notes to a user's profile

To add a note, document or image to a user's profile:

1. Go to the user's profile.

2. Select the Notes tab and then Add Note.

3. Add the note and upload a file if desired.

4. Select Apply.