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.
If you have any questions or suggestions, you can contact us at support@effi.com.au.
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