WEBVTT

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Add an internal lead note in Pixie CRM Open Leads
select Oliver

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Hughes and choose Notes Confirm the lead's
identity before adding

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context to its record This example uses a
fictional training prospect

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Write a clear note about the next internal review
Keep I have not

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contacted this lead selected because this
training example has not

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contacted the prospect Choose Add Note to save
the context to the

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lead record

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Review the saved note in the Notes history Check
its wording and

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the recorded author Internal notes provide
context for your team

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they do not send an email or record a
conversation with the lead

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Close and reopen the same lead then return to
Notes The saved planning

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note is retained Use a separate follow-up or
reminder workflow when

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you need to assign and schedule the next action