Add Notes and History to a CRM Lead Record

Updated Monday, January 31, 2022

In the Agent CRM you can add information to a lead’s record by using the History tab.

Adding a Note/item to the History tab

Navigate to a specific Lead’s record page in Control Panel > IDX.
At the top of the Lead record page, click the “HISTORY” tab.
Click the “ADD NEW” button.
Select a type from the dropdown: Note or Phone Call.
Type in your note or information in the text input box and click the “SAVE” button when you are done.

Information on History

History items appear in chronological order.
You can edit the text in a History item by clicking the “EDIT” link.
You can delete an item by clicking on the trashcan icon.
You can filter notes by type by selecting a type from the “Filters” dropdown that appears in the upper-left of the “HISTORY” tab.

Screenshot of Lead History

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