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Documentation Index

Fetch the complete documentation index at: https://help.eazybe.com/llms.txt

Use this file to discover all available pages before exploring further.

Create and manage follow-up notes within the EazyBe LeadSquared Mini-CRM view to preserve important conversations and key messages for future reference.

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Creating and Managing Notes

1

Select the Contact

Open the WhatsApp conversation with the contact that exists on LeadSquared.Select LeadSquared Contact
2

Access the Notes Section

Click the LeadSquared icon in the right sidebar and navigate to the second section in the top bar to access the Notes area.Notes Section
3

Add a New Note

Click the “Add Note” button for the respective lead to create a new note.
4

Enter Note Details

Input your note content and click “Save”. The timestamp is automatically recorded for your reference.Save Note
5

Edit or Delete Notes

Use the three-dot menu next to any note to modify or remove it as needed.
6

Add Multiple Notes

Add additional notes by repeating the “Add Note” action. All notes are preserved with their timestamps.
You can also create notes for LeadSquared Opportunities using the same process, helping you track important details across all your CRM records.
Use notes to capture key conversation points, follow-up reminders, and important customer details that you want to reference later in your sales process.