This guide explains how to add and view lead notes in the AVA™ Portal.
Open a Lead
From your Leads List, click on any lead to open the Lead Details page.
Click the Comments Icon
You’ll find the Comments icon at the top of the lead view.
A counter badge shows if there are any unread comments.
Click the Comments icon to open the comments panel and view all existing notes left by you or your team members.
Add Your Comment
Type your note, update, or message in the comment box.
Every comment is timestamped and tagged with your name automatically.
Post It
Click Post (or press Enter) to share your comment with your team.
Everyone with access to that lead will see it right away — no saving required.
You're all set
Your notes are now attached to the lead for future reference.
Note: Comments cannot be edited or deleted after posting, so review your message before submitting.
Need Help?
Our team is happy to walk you through it—chat with us or email support@autocorp.ai anytime.