Leads and sales pipeline
Add lead notes, activities and attachments
Practical Pixie CRM instructions for add lead notes, activities and attachments, including where to go, what to check and how to confirm the change saved correctly.
Where to goLead → Activity / Notes / Attachments
Before you startIf the screen or action is missing, ask a Pixie CRM administrator to check your role and whether the relevant module is enabled. Do not work around permissions by using another person’s account.
What this helps you do
This guide shows the supported Pixie CRM route for add lead notes, activities and attachments, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Lead → Activity / Notes / Attachments in Pixie CRM.
- Start the task from that screen and select the correct customer, record, staff member or configuration context when Pixie CRM asks for one.
- Review the controls that matter for this task: Name and company, Email and telephone, Source and status, Assigned staff.
- Then check Estimated value, Tags and description. Use verified information and do not fill optional values with placeholders.
- Complete Add lead notes, activities and attachments using the supported action on the screen. If Pixie CRM shows a validation message, correct the underlying value instead of bypassing the control.
- Save or submit the change and wait for the success or completed state before navigating away.
- Reopen the record, status, activity timeline or resulting document and verify that Pixie CRM recorded the outcome you intended.
Fields and controls to review
Name and company
Email and telephone
Source and status
Assigned staff
Estimated value
Tags and description
Checks before you finish
- Check lead owner, source and current stage.
- Keep contact details and next action current.
- Rule out duplicate customers before conversion.
- Verify pipeline stage and activity afterwards.
Permissions and record safety
Keep the change accountable.Use the least destructive action available, work inside your authorised role and preserve activity or audit evidence. Obtain any required approval before financial, privacy, signature or deletion actions.