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_new (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_new (Calendar) to select the date.
  6. In the Notes field, specify appropriate information.
  7. Click Save.
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