About Notes: Notes let you record information about leads, contacts, and referrals. Notes added here appear in the global feed. To add a note for a specific lead, open the lead detail page and use the Notes tab there.

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About Sequences: Drip email campaigns that run automatically. Create a sequence with multiple email steps, set the days between each, and choose who gets enrolled (new leads, stale leads, or manually). Once active, emails are sent automatically.