# Notes

The **Notes** tab allows you to document important information and interactions related to a lead. You can easily view, create, edit, and delete notes to keep track of your communications and follow-up actions. This helps ensure a clear and organized record of all client-related activities.

### <mark style="color:red;">1. View Notes</mark>

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th></th><th></th><th></th></tr></thead><tbody><tr><td><strong>Order of Notes</strong></td><td><ul><li>Notes are displayed in reverse chronological order, with the latest notes shown at the top. </li><li>Notes are grouped by month to help you navigate easily.</li></ul></td><td><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2Fq1ZtVqUzBlDid8z1qGhI%2Fimage.png?alt=media&#x26;token=6b6d0add-2e73-4945-bc5f-335642607382" alt=""><figcaption></figcaption></figure></div></td><td></td></tr><tr><td><strong>Expand or Collapse</strong></td><td><ul><li>Notes are collapsed by default to keep the view clean. </li></ul></td><td><ul><li>Click an individual note to expand and view details.<br><br><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FiTxvXwmzPPMsDxHAOoQe%2Fimage.png?alt=media&#x26;token=76e6f571-956f-40b8-8e45-a423844c1c7c" alt=""></li></ul></td><td><ul><li>To expand or collapse all notes at once, use the “Expand All” or “Collapse All” options in the dropdown menu.<br><br><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2F80UunF7X22qtRxMI6wJ2%2Fimage.png?alt=media&#x26;token=badc3760-741f-4c22-aacd-0e2f0296194f" alt=""></li></ul></td></tr><tr><td><strong>Search Notes</strong></td><td><ul><li>Use the search bar to quickly find specific notes by typing keywords from the note content.</li></ul></td><td><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FObX1Q8JbtdhxIrjlw3s8%2Fimage.png?alt=media&#x26;token=e3d90cb8-5090-4a64-a4a9-248d5e48b868" alt=""><figcaption></figcaption></figure></div></td><td></td></tr></tbody></table>

### <mark style="color:red;">2. Create Notes</mark>

To create a new note:

1. Click **"Create Note"**.
2. Alternatively, use the shortcut icon on the lead overview panel.\\

   <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FI9gkZ2a7674RocdwiGbg%2Fimage.png?alt=media&#x26;token=e93f064a-822f-4a36-b4a9-e8acafa3ee3f" alt=""><figcaption></figcaption></figure>
3. Tag the note by selecting the **"Email"** or **"Call"** icons to indicate the communication channel used.\
   **Tip:** Tagging notes helps you quickly identify the communication channel for efficient follow-up.\
   Enter your note content in the text box.
4. Attach any relevant files using the **"Attach"** icon (optional).
5. Click **"Confirm"** to save the note.\
   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2F5aWyaUhPK9U5aZaIJIs1%2Fimage.png?alt=media\&token=e11cfa0f-1b5b-4976-ab09-c487af7c0a99)
6. You can also create a note quickly from the Leads main menu by using the **"Create Note"** shortcut.\\

   <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FDLYQyzxy5XRdn0MZslJ9%2Fimage.png?alt=media&#x26;token=d1319638-9bc4-4fb9-9580-1d90c4c7215d" alt=""><figcaption></figcaption></figure>

### <mark style="color:red;">3. Edit Notes</mark>

Only the **creator of the note** or the **CRM owner** can edit notes.

To edit a note:&#x20;

1. Locate the note you want to edit.&#x20;
2. Click the **"..."** button and select **"Edit"**. \\

   <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FatfvmuHiqoCB7mNQZ8Aj%2Fimage.png?alt=media&#x26;token=1a867d53-39fb-4969-80a2-f8b516ffefba" alt=""><figcaption></figcaption></figure>
3. Make the necessary changes.&#x20;
4. Click **"Save"** to confirm. \\

   <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FcqDVLTzXph8gRggzx1Ar%2Fimage.png?alt=media&#x26;token=e7e2e889-75ce-4a1c-8fa3-42854262c595" alt=""><figcaption></figcaption></figure>

**Note:** If you are not the creator of the note or the CRM owner, the **“...”** button will not be visible, and you will be unable to edit the note.

<figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FNk0vU73Aw2ligdAS0M0m%2Fimage.png?alt=media&#x26;token=82aa479f-52aa-4d95-ac04-45c80c6f78bd" alt=""><figcaption></figcaption></figure>

### <mark style="color:red;">4. Delete Notes</mark>

* By default, only the creator can delete their notes.
* With permission, other users may also delete notes.
* To delete, click the **"Delete"** icon on the note, then confirm.
* Deletion is permanent and cannot be undone.

By default, only the **creator of the note** or the **CRM owner** can delete notes.

If you want other users to be able to delete notes created by others, assign them the **“Delete Notes”** permission. For more details, refer to: [role-management](https://reference-guide.gitbook.io/crm-back-office-user-guide-full/17.-settings/back-office-portal-user-settings/role-management "mention")

<figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FLhBJQ4WvWiBshAQfCTFg%2Fimage.png?alt=media&#x26;token=21b95423-28ee-4c97-9cc4-e537a1bc7d6c" alt=""><figcaption></figcaption></figure>

To delete a note:

1. Locate the note you want to delete.

2. Click the **“...”** button and select **"Delete"**.\\

   <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FHHvDT6HdhPhP3UKvqSjE%2Fimage.png?alt=media&#x26;token=be9cf89f-21d9-4208-98eb-1a5f684383f3" alt=""><figcaption></figcaption></figure>

3. A confirmation pop-up will appear. Click **"Confirm"** to proceed.\
   \
   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FIMeRuMOXKAX0bWlSC5ft%2Fimage.png?alt=media\&token=1bb2e862-e0f6-4fc3-881a-7f3cbccf66ff)\\

4. Once confirmed, the note will be permanently deleted and cannot be recovered.
