Adding an Import Group Action Note

Use this view to add a note to each imported lead. The full text of the note, date and time appear in the Notes tabs for the Detail views.

To add:

  1. When importing leads, create a group action and click Define next to Add Note.
  2. If required, modify the Date. To modify the date, click (Calendar) to select the date.
  3. If you do not wish the note to appear at a specific time, select the Timeless check box.
  4. To specify a time, in the Duration field, specify a number and select Minute(s), Hour(s), or Day(s) from the drop-down list to determine the length of time of the activity.
  5. In the Regarding and Category fields, click (Calendar) to select the date.
  6. In the Notes field, specify appropriate information.
  7. Click Save.
Related topics