Learn how to make notes about leads and deals

If you'd like to make notes about a lead or an offer made on one of your listings, it's easy.

Navigate to the lead or the offer, and click on it. This will open a window that displays further details about the activity of the lead on your specific listing. In the top navigation of this window, you'll see a button that says "Notes". Click on it.

This will open the notes tab, where you can add notes about whatever you would like, then press the yellow button to save the note to the lead. Your notes will all be displayed here in sequential order. You can delete the notes by clicking the ellipsis button on the top right corner of the note.