How Do I Add a Status or Note to a Lead?

Status and notes are the same in MCA Suite. When a Deal is in the Application stage (link to article about Deal Stages), you can follow the instructions below to add a status with a note. The status is configurable, required and determined by the Deal stage (link to article to setup Deal statuses). Adding a description, which is the "Note" section, is optional. You can also send an email to notify existing users in your workspace of the Status update.

All notes entered when the Deal is in the Lead stage will be viewable in subsequent stages.