The video below demonstrates how to edit or delete a note in a lead’s profile. It walks you through locating the note within the lead record and using the available options to update or remove it.
- How to delete a note:
- Open the Lead's Profile
- From your leads list, click on the lead's name to open their full profile.
- Navigate to Notes & Calls
- Click the "Notes and Calls" tab within the lead's profile.
- Locate the Note
- Scroll to find the specific note you wish to remove.
- Click the trash can icon next to the note to delete it permanently.
To Edit a Note: Note: Editing functionality depends on note type and permissions. If an edit icon appears next to your note, click it to update the content. If not, you may delete and re-add the note with corrected information.
To Pin a Note: Click on the pin icon on the righ hand side.
Important Notes
Some system-generated notes (e.g., automated activity logs or campaign triggers) cannot be deleted or edited.
Only notes manually added by users can be managed.
Deleted notes cannot be recovered, so please confirm before removing.
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