{"id":29267,"date":"2026-10-28T10:28:50","date_gmt":"2026-10-28T10:28:50","guid":{"rendered":"https:\/\/www.samco.in\/help-support\/?post_type=ht_kb&#038;p=29267"},"modified":"2026-10-28T10:29:05","modified_gmt":"2026-10-28T10:29:05","slug":"how-can-i-add-notes-to-a-lead-on-the-partner-portal","status":"publish","type":"ht_kb","link":"https:\/\/www.samco.in\/help-support\/article\/how-can-i-add-notes-to-a-lead-on-the-partner-portal\/","title":{"rendered":"How can I add notes to a lead on the Partner Portal?"},"content":{"rendered":"\n<p>Notes help you record each follow-up and update the lead&#8217;s status.<\/p>\n\n\n\n<p><strong>Where to find it: <\/strong>Leads &gt; Active Leads &gt; Action &gt; Add Note<\/p>\n\n\n\n<p><strong>Steps<\/strong><\/p>\n\n\n\n<ul type=\"1\"><li>Click Leads in the left menu.<\/li><li>Find the lead and click the Add Note icon in the Action column.<\/li><li>Select the new status, for example Interested, Follow Up, Customer Busy, Call Back Later or Not Interested.<\/li><li>Write a short comment and click Submit Note.<\/li><\/ul>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" src=\"https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-22.png\" alt=\"\" class=\"wp-image-29269\" width=\"594\" height=\"403\" srcset=\"https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-22.png 502w, https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-22-300x204.png 300w, https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-22-50x34.png 50w, https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-22-320x217.png 320w\" sizes=\"(max-width: 594px) 100vw, 594px\" \/><\/figure><\/div>\n\n\n\n<p><strong>Good to know<\/strong><\/p>\n\n\n\n<ul><li>Comments can be up to 100 characters. The latest note appears in the Notes column.<\/li><li>Other statuses include Ringing \/ Not Reachable, Customer Disconnected, Invalid Contact Details and Duplicate Lead.<\/li><\/ul>\n\n\n\n<p><\/p>\n","protected":false},"author":65,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":[],"ht_kb_category":[3021],"ht_kb_tag":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb\/29267"}],"collection":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/users\/65"}],"replies":[{"embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/comments?post=29267"}],"version-history":[{"count":1,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb\/29267\/revisions"}],"predecessor-version":[{"id":29271,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb\/29267\/revisions\/29271"}],"wp:attachment":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/media?parent=29267"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb_category?post=29267"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb_tag?post=29267"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}