DEALERSIP User Manual

The Notes column displays the most recent note associated with a lead. This note can originate from:

• The most recent note added in any activity.
• The last note added directly from the Timeline view of the lead.

The column shows whichever note is the most recent, providing a concise summary of the latest updates. The icon before a note indicates origin of the note. This ensures you are always informed about the most current interactions and details for each lead.