> ## 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.

# Lead Notes

> Learn how to document important conversation details with your Zoho Leads using the EazyBe extension

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

<iframe width="560" height="315" src="https://www.youtube.com/embed/_Nas0exN4dw?start=7" title="Zoho Lead Notes Tutorial" frameBorder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowFullScreen />

## How to Create Lead Notes

<Steps>
  <Step title="Open the WhatsApp Chat">
    Launch the WhatsApp conversation with your Zoho Lead that you want to add notes to.

    <img src="https://mintcdn.com/eazybe/C_TvcKVfdR8TnUGH/images/1112962785.png?fit=max&auto=format&n=C_TvcKVfdR8TnUGH&q=85&s=668b1cd2becec3eb1cc7f80e644f4bdd" alt="Open WhatsApp Chat" width="1227" height="900" data-path="images/1112962785.png" />
  </Step>

  <Step title="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.

    <img src="https://mintcdn.com/eazybe/C_TvcKVfdR8TnUGH/images/1112962881.png?fit=max&auto=format&n=C_TvcKVfdR8TnUGH&q=85&s=5dafd1993da4e253c854aee035ff506b" alt="Click Zoho Icon" width="1227" height="900" data-path="images/1112962881.png" />
  </Step>

  <Step title="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.

    <img src="https://mintcdn.com/eazybe/C_TvcKVfdR8TnUGH/images/1112963181.png?fit=max&auto=format&n=C_TvcKVfdR8TnUGH&q=85&s=f3c3dded0c5151401c4fdf5b06332f40" alt="Notes Section" width="1227" height="900" data-path="images/1112963181.png" />
  </Step>

  <Step title="Create a New Note">
    Click on the **New Note** button to open the note creation form.
  </Step>

  <Step title="Fill in the Details and Save">
    Enter your note details in the form and click the **Save Note** button to save your entry.

    <img src="https://mintcdn.com/eazybe/THB8d-zyYp8cLn9D/images/1190994468.png?fit=max&auto=format&n=THB8d-zyYp8cLn9D&q=85&s=76b98d35c373cea8089b8a98532f1e67" alt="Save Note" width="1227" height="900" data-path="images/1190994468.png" />
  </Step>
</Steps>

## Managing Your Notes

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

<CardGroup cols={3}>
  <Card title="View" icon="eye">
    Review all your saved notes for the lead
  </Card>

  <Card title="Edit" icon="pen">
    Modify existing notes to update information
  </Card>

  <Card title="Delete" icon="trash">
    Remove notes that are no longer needed
  </Card>
</CardGroup>

<Tip>
  Regularly documenting your conversations helps maintain a complete history of your interactions with each lead, making follow-ups more effective.
</Tip>

## Need Help?

If you have questions or need assistance, contact our support team at [hey@eazybe.com](mailto:hey@eazybe.com).