Adding Notes & Activities

What you'll learn

This guide explains how to add notes and activities to a customer record in OneLead so your team always has clear visibility of interactions, context, and next steps.

Why Notes & Activities Matter

Every customer interaction should be captured in OneLead. Recording notes and activities helps you:

Keep track of conversations

Maintain context for follow-ups

Give your team visibility if someone else needs to assist

Avoid repeating the same questions with customers

Build a complete activity timeline for better reporting

Think of notes as your memory log, the more complete and accurate it is, the easier it is to progress a lead.

Where Notes & Activities Appear

Inside each customer record, you will see two important tabs where interactions are logged: Thread and Activities.

1. Thread Tab

The Thread is where conversational and communication-based updates appear.

This includes:

Comments you add manually

Logged calls (coming soon)

SMS messages sent (coming soon)

This is the place to track what was said and contextual interactions with the customer.

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Pro Tip: Use this tab for communication history.

Example (Thread):

2. Activities Tab

The Activities section tracks system-level updates and workflow actions.

This includes:

Lead Status changes

Interested In updates

Appointment updates

Follow-up scheduling

Date/time modifications

These items show the structural movement of a lead through your sales process.

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Pro Tip: Use this tab to understand progress and workflow changes.

Example (Activities):

1. Adding a Note

You can add a note anytime you want to record important customer information.

📱 Mobile App (iOS & Android)

Step 1: Open the OneLead app

Step 2: Tap Customers and select a customer

Step 3: Scroll to the Show Customer Log

Step 4: Tap Add Comment

Step 5: Type your note

You can include details such as:

Vehicle preferences

Budget or finance discussion

Timeline for purchase

Family or lifestyle details

Summary of your last call or visit

Objections raised

Next steps and follow-up plans

Step 6: Tap Post

Your note now appears in the timeline with your name and timestamp.

💻 Web/Desktop App

Step 1: Open Customers & Activities

Step 2: Click a customer card to open the record

Step 3: Go to the Activity Timeline

Step 4: Click Add Comment

Step 5: Type your note

Step 6: Click Save

The note is instantly added to the timeline.

2. Logging Activities

Activities help you track meaningful actions taken with a customer.

You can log:

Phone calls (attempted or completed)

SMS or email communications

In-person visits

Status updates

Appointment or follow-up actions

Logging activities ensures that anyone viewing the customer record knows exactly what has happened and what needs to happen next.

3. What to Include in a Good Note

A helpful note should be:

Clear

Avoid vague comments like “spoke to customer”.

Actionable

Include what happens next.

Accurate

Record what the customer said, not assumptions.

Timestamped

OneLead automatically adds timestamps, but you can include additional context.

Examples of Strong Notes

“27/01: Spoke with Maria. Interested in Tiguan R-Line, must be blue. Needs delivery by March. Budget around $60k.”

“Phone call: Customer unavailable. Left voicemail and sent follow-up SMS.”

“Walk-in: Family test-drove CX-90. Husband prefers Hybrid variant. Will discuss over the weekend.”

4. Best Practices

Do:

Add notes immediately after every interaction

Include specific details – colour, model, timing, budget

Record objections so future conversations stay consistent

Log calls and messages to show activity

Assign follow-ups to avoid missed opportunities

Don't:

Don’t leave notes blank after important conversations

Don’t rely on memory, always log it

Don’t write personal information unrelated to the sale

Don’t log assumptions as facts

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Pro Tip: Add the customer’s tone, urgency, or expectations. These small details help the next consultant handle the lead smoothly.

5. Editing or Deleting Notes

Depending on your permissions, you may be able to:

Edit a note shortly after saving it

Delete a note if it was added in error

If these options are not available to you, please contact your administrator.

Below are the steps for both Web and Mobile, as the interfaces are slightly different.

💻 Web App — Editing or Deleting Notes

Step 1: Open the customer record.

Step 2: Go to the Thread tab.

This is where all comments, logged calls, SMS messages, and channel data appear.

Step 3: Locate the note you want to edit or delete.

Step 4: Hover your mouse over the note.

You’ll see two icons appear on the right side:

✏️ Edit

🗑️ Delete

Step 5:

Click Edit to update the text, then save.

Click Delete to remove the note permanently.

📱 Mobile App — Editing or Deleting Notes

Step 1: Open the customer record.

Step 2: Tap the Thread tab.

Step 3: Find the note you want to update.

Step 4: Tap the three-dot menu (⋮) or icons beside the note to reveal available actions:

✏️ Edit

🗑️ Delete