Step 1. Click on any lead it will open detail screen here you can make changes in lead.

Step 2. User click the "Add Note" button then it will open pop up screen and add the notes information.

1. Contact Medium: User select the Contact Medium in this column.

2. Other Means: 

3. Date Entered: User select the Date and Time in this column.

4. Action Date: User select Date and Time to perform the action in this column.

5. Meeting Invite: User enter Email Address in this column and send the email to the invitation of meeting.

6. Comments: 

7. Change Lead Status: It will change leads on the basis of their status.

8. Change Lead Assigned To: User can change lead assign to other persons.

9. Save: Save all records.