Add lead notes, activities and attachments
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Build a complete internal timeline of calls, decisions, files and follow-up actions.
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Video walkthroughs for this guide
Follow real application screens at your own pace, with English captions and a matching written guide.
Add and verify an internal lead note
Add an internal note to a Pixie CRM lead with live clicks. Review the contact indicator, save the note and reopen the lead to verify the retained text.
Explore 2 more tutorials for this workflow
Schedule and verify a lead next action
Schedule a Pixie CRM lead next action with live clicks. Set the title, due date and time, responsible person and notification choice, save and reopen to verify the plan.
Record and verify lead qualification checks
Record Pixie CRM lead qualification checks with live clicks. Set each check, add evidence, save and reopen to verify the retained values and score.
Recorded in a demonstration workspace; available options depend on your plan and permissions.
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What this guide helps you do
Build a complete internal timeline of calls, decisions, files and follow-up actions. Pixie CRM keeps the result connected to the relevant customer, staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal visibility and future automation.
Follow these steps
- Go to Lead → Activity / Notes / Attachments and select the relevant record or setup list.
- Use search, filters or status tabs to confirm you are working on the intended item.
- Check linked records, activity and permissions before changing status, ownership or visibility.
- Use the available edit, status, reorder, attach, copy or delete action as required.
- Complete any confirmation dialog carefully; destructive actions may be restricted when linked data exists.
- Check the updated state in the list and record view.
- Check downstream client portal, reporting or automation effects where applicable.
Settings to check
Checks before you finish
- Capture source consistently.
- Set the correct owner.
- Record meaningful next steps in notes or reminders.
- Check whether the result should be visible to a customer contact or only to staff.
- Confirm the final status, activity entry, generated document or notification before leaving the record.