Tuesday, July 23, 2013

How To Add Comments On A Lead

In addition to editing information of leads, you can also add comments to a lead at any given point of time. Comments and interactions will help you know your lead better and increase the chances of converting the lead to a successful deal.

Distributed Source lets you jot down custom notes and add comments to a lead, which you can refer to later.

Here is how to add comments to a lead in Distributed Source:


1. Login to your Distributed Source account.

2. Go to the ‘Leads’ tab. All your leads will be displayed here.


3. Click on the lead where you wish to add a comment.


4. In the lead detail page, click on the "Comment" button.


5. A text box will now appear below the ‘History & Comments’ label.


6. Type in your comments into this box and hit the return key to save your comment.


7. Your comment will be automatically saved and will be available for future reference.


Got questions? Post a comment below or write to us at support@distributedsource.com

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