Leads

How to Add or Delete Comments for Lead in Tenacious Sales - CRM?

Once you have create your account with tenacious sales as admin or sales person you will start creating leads for your business. You need to keep record of the process done with particular lead. Now it is very easy to keep records of process done with lead. You just add comments for lead. So let us go through the steps that how can we add comments for particular lead.

Follow some simple steps:

  • Through lead list
  • Through particular lead

Let us see steps for both:

  • Through lead list
    • Log in to your account as an admin or sales person
    • Go to Lead
    • iOpen list of lead
    • One column will be there for comments
    • Just write comments for particular lead and it will be added automatically
  • Through particular lead
    • Log in to your account as an admin or sales person
    • Go to Lead
    • Open list of lead
    • Click on Edit for particular lead
    • Go to Activity History
    • Two option will be there: Comments and Send Mail
    • Go to Comments
    • Write down comments
    • Click on ADD

You will be able to see all comments for particular lead with date and time. Now if you want to delete some comments then you need to follow few steps only.

Follow bellow steps:

  • Login to your tenacious sales account
  • Go to Lead
  • Open lead list
  • Click on Edit for particular lead
  • Go to “Activity History”
  • Two option will be there: Comments and Send Mail
  • Go to Comments
  • There will list of comments added for particular list
  • Click on Delete for particular comment which you want to delete.
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