# Lead Notes
CRM Notes can be accessed from two locations:
- Inside of the detailed lead page
- Within their own lead notes list tab
# View Notes
# Location 1: On the CRM note page (opens new window)
From this location, you can only view or delete a list of notes, you cannot create a new note. This view is useful for querying all the notes in a department, across all leads. You can perform searches etc from this table.
# Location 2: On the Detailed Lead Page
From this location you can do the following:
- Create new note
- View/Edit existing note
- Delete note
TIP
You can only view the notes associated with the selected lead from this view. In addition when you create a new note here, it is automatically added to the selected lead.
# Create a new note
To create a new note, from the lead detailed page - navigate to the fourth tab (lead notes tab) and click on the "add note" tab.
You will be required to enter the following information:
| Field |
|---|
| Title of Note |
| Description of the note |
The note will be created and you will be routed back to the detailed lead page.
TIP
You can edit lead notes at any time and can record notes in rich text format.
Notes cal also be viewed directly from the notes app (opens new window).