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 display in the Notes tabs for the detail views.

To add:

  1. Create a group action and click Define next to Add Note when importing leads.
  2. Modify the Date if required. To modify the date, click Calendar to select the date.
  3. Select the Timeless check box if you do not require the note to display at a specific time.
  4. Specify a number and select Minute(s), Hour(s), or Day(s) from the list in the Duration field, to determine the length of time of the activity.
  5. Click Calendar to select the date in the Regarding and Category fields.
  6. Specify appropriate information in the Notes field.
  7. Click Save.
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