Pro IDX + CRM : Add Notes and History to a CRM Lead Record

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

1. Navigate to a specific Lead’s record page in Control Panel > IDX.
2. At the top of the Lead record page, click the “HISTORY” tab.
3. Click the “ADD NEW” button.
4. Select a type from the dropdown: Note or Phone Call.
5. 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.

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