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Document important conversation details with your Zoho Leads directly from WhatsApp using the EazyBe extension. Keep all your lead information organized and accessible.

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How to Create Lead Notes

1

Open the WhatsApp Chat

Launch the WhatsApp conversation with your Zoho Lead that you want to add notes to.Open WhatsApp Chat
2

Click on the Zoho Icon

In the right-side panel of the EazyBe extension, locate and click on the Zoho icon to access your CRM features.Click Zoho Icon
3

Access the Notes Section

The Notes section is located as the second header under the Lead section. Click on it to view existing notes or create new ones.Notes Section
4

Create a New Note

Click on the New Note button to open the note creation form.
5

Fill in the Details and Save

Enter your note details in the form and click the Save Note button to save your entry.Save Note

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Managing Your Notes

Once created, you can perform the following actions on your notes:

View

Review all your saved notes for the lead

Edit

Modify existing notes to update information

Delete

Remove notes that are no longer needed
Regularly documenting your conversations helps maintain a complete history of your interactions with each lead, making follow-ups more effective.

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Need Help?

If you have questions or need assistance, contact our support team at hey@eazybe.com.