video1.0<iframe src="https://www.loom.com/embed/2ade0177f5084160bbc699ebc3062469" frameborder="0" width="1280" height="960" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>9601280Loomhttps://www.loom.com9601280https://cdn.loom.com/sessions/thumbnails/2ade0177f5084160bbc699ebc3062469-3cbe56eb0620c901.jpg139.577In this video, I walk you through the process of adding notes and tasks to your leads. I explain how to navigate to the messaging tab and differentiate between setting a task and a note. It's important to remember to include a due date when creating a task. Please make sure to follow these steps to keep our team organized!