ChapterBuilder - What is the Note tab?

ChapterBuilder - What is the Note tab?

Each lead has a dedicated profile. Within that profile there is a "Notes" tab. This tab will contain all the notes written about the specific lead. It will also display any comments made on the note. 

To view a Lead's note tab, follow these steps. 

1. Click "Lead List" and select the select who's profile you want to visit. To select, click on their image or click the "profile" button if you are on the card view. 

2. Find the note tab (see screen shot below). 


    • Related Articles

    • ChapterBuilder - What is the Note tab?

      Each lead has a dedicated profile. Within that profile there is a "Notes" tab. This tab will contain all the notes written about the specific lead. It will also display any comments made on the note. To view a Lead's note tab, follow these steps. 1. ...
    • ChapterBuilder - How to update or delete a note

      Notes are a great place to record key information and summarize interactions with the Leads on your list. Occasionally, you may want to edit your note content or even remove a note. To edit or update a note, follow these steps: 1. Navigate to the ...
    • ChapterBuilder - Bulk Actions

      ChapterBuilder offers user the chance to perform bulk actions, meaning that will apply to more than 1 Lead. This is done on the Lead List (located under the "Lead tab) and directly from the lead list. Here are the steps for accessing bulk actions: 1. ...
    • ChapterBuilder - How to Delete My ChapterBuilder User Account

      If you are no longer using ChapterBuilder and want to permanently delete your user account, follow the steps below. Note, once completed, your account will be lost permanently and will not be able to be recovered. How to Delete Your User Account: 1. ...
    • ChapterBuilder - How to Delete My ChapterBuilder User Account

      If you are no longer using ChapterBuilder and want to permanently delete your user account, follow the steps below. Note, once completed, your account will be lost permanently and will not be able to be recovered. How to Delete Your User Account: 1. ...