There are a few ways you can add a note for yourself on a lead.

1) Using the broker dashboard:

If the lead is due soon, it will appear on the broker dashboard. You can click on the message icon and then click on Note to myself.

2) Using the Leads page

Find the lead that you are wanting to leave a note on and click on the last icon located on the right hand side.

Alternatively, you can click on Manage Lead and then click on Messaging and add a note by clicking on Note to Myself.

If you have any questions do not hesitate to reach out to us at support@effi.com.au.

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