How to Edit notes

The ability to communicate and edit any mistakes is vital to making sure that everyone in your business is on the same page

If ever there is a need to clear up something or just make some simple correction with specific notes, its easy with Forefront.

To start editing notes, access the Lead where you want to edit or change your notes on and focus yourself on the Activity log where you can also see the notes.

All you have to do now is click on “Edit Note” and you’re done, click on “Save” if ever someone edits a note their name will appear beside it.