Notes on leads
Write notes on a lead that your whole team can see.
Connect the MCP server, then just ask. Your assistant finds the lead, reads the notes already there and adds yours, signed with your name.
| get_lead_comments | Get the comments (team notes) on a lead. | Read-only |
| add_lead_comment | Add a note to a lead, visible to everyone on the account's team, signed with the connected user's name. | Changes data |
| update_lead_comment | Replace the text of an existing lead comment. | Deletes data |
| delete_lead_comment | Permanently delete a comment from a lead. | Deletes data |
Use case
Add a note to this lead: called them, follow up on Friday.
Called add_lead_commentShow input
{
"leadId": "6530c1d2e3f4a5b6c7d8e9f2",
"content": "Called them, follow up on Friday."
}