Adding a Call Note, General Note, Task or Event to a Lead

Add updates and log activity onto a Lead in FLG. Here we will cover a 'Telephone Call', 'Note', `'Task' or 'Event'. 

• Search for a lead using the box below. (use their Lead ID,Name,Company Name,Email Address,Address,Telephone number).

• Click the 'New' button on the Lead Summary Page

• Select the desired option from the drop down. In this case we have chosen a 'Telephone Call'.

• Enter the details of a conversation you have had with the lead in the large box.
• Use the 'Insert Outcome' button for set outcomes – (these are editable)
• Simply click the 'Create' button to add the call to the Lead.

• You could also tick the box next to the words 'Create a' to add another interaction such as setting a task, or sending an email... We've selected create a task.
• On the Task you will be able to set a specific time for the Task.
• Click on the calendar and this will pop up a calendar for you to quickly select the right day/date
• + Add an End Date/Time - this will change your Task to an 'Event'. events have a start and end time so you can block your calendar for a 2 hour appointment for example. (A task just gets a start date)
• You can also choose to assign this to another user using the tick box at the bottom

…..once you have added a series of interactions your lead will begin to build a history such as :

Need more help?

We always aim to provide great support to everyone. Contact our support team for help and advice or let us know how we can improve FLG on our feedback site.