How to Associate a Note to a Lead (or Another Data Object)

1. Click on the note to see the associations button in the bottom right-hand corner.

2. Click on the associations button and scroll to find the Lead tab on the left hand bar. You can also search for the lead by its name in the search bar.

3. All of the current leads attached to the company record will pop up. Check which lead you would like the note to be associated with.