How to add notes and documents to a lead profile – Franchise Frameworks

1. Navigate to "Data Center"

2. Click "Leads"

3. Click the desired candidate

4. Click "Notes"

5. Click "Add Notes"

6. Select the note type from the dropdown menu

7. Enter more information in the "Detailed Notes" field

8. (Optional) Click to browse and attach a file

9. Click "Save"

10. Here you can see who added the note

11. And here is the document

Need More Help? We’re Here for You

At Franchise Frameworks, we are personally committed to making your experience as smooth as possible, so should you ever need any guidance or have feedback, we are all ears! Simply reach us via 📧 email: support@franchiseframeworks.com