Lead Action Status Note VS Lead Add Note Feature

Lead Action Status Note 

Each time a salesperson follow up with a lead using action option as below,

the salesperson will need to choose a lead action status to update what is the status of the lead after the conversation they had 

Once Salesperson choose a lead action status, an optional note will appear as below 


This is an optional note salesperson can update for this particular lead action status update to inform the manager or for self note

This note will also show in the action log underneath the lead action status log as below



Lead Add Note 
If a salesperson wants to add a note for a specific lead without updating an action status, the salesperson can proceed to use the Add Note option.

Go to the specific lead you want to add the note, click the name , and then on the lead details screen, click the 3 dots at the top right , a dropdown will appear as below, choose 'Add note' : 


Once click a pop up like this will appear and you can key in your note


After you click add, your note will appear in your action log