Notes can be stored directly against leads A lead is a possible sale opportunity for a prospective client (a prospect) or an existing client. so you no longer have to hunt around for sticky notes or scrap pieces of paper. Everyone who can see the lead will be able to see the notes against it, streamlining collaboration within your team.
Sources of notes
Notes can be added to WorkflowMax leads manually (by typing the note directly into the note panel on the lead details screen) or by assigning an email message to a lead (for further details, see Collaboration manager).
Each lead also has its own email dropbox, so you can send email messages direct to the lead, rather than assigning them in Collaboration Manager. On the lead details screen, the note icon indicates its source:
manually added notes
notes based on email messages.