How to Post Updates on a Lead

Summary

Overview: The Updates tab on a lead's page is your team's notebook for that lead. Post notes, reply to each other, like an update, and see every stage change in one timeline. Updates are internal: the lead never sees them.

Prerequisites:

• You can open the lead. Sales Reps can open the leads assigned to them from the Leads page.

Step-by-Step Instructions

Step 1: Open the Updates tab

1. Open the lead's page: click Leads in the left menu, then click the lead.
2. Click the Updates tab.

Step 2: Post an update

1. Click the box that says Write an update.
2. Type your note, for example "Called her, she prefers a weekend trip".
3. Click Update.

Step 3: Reply to an update

1. Under the update, click Reply.
2. Type your reply in Write a reply.
3. Click Reply. The number next to Reply shows how many replies the update has.

Step 4: Like an update

• Click Like under an update or reply. Click again to remove your like. The number shows how many people liked it.

Step 5: Edit or delete your own update

1. On an update you wrote, click the three-dot button at the top right, then Edit or Delete.
2. For a reply you wrote, click Edit or Delete under it.
3. When editing, change the text and click Save, or click Cancel.

Step 6: Read the stage history

• Between updates, lines such as "Pippin changed status from New to Qualified" show every stage change, with the date and time and who made it: a teammate, Pippin, Bigin sync or Monday sync.
• The newest items are at the top.

Verify It Worked

Success criteria:

• Your update appears at the top of the timeline with your name and today's date.
• Your reply appears under the update.

Troubleshooting

Common errors

• "Failed to load updates. Please try again.": the updates couldn't load. Fix: reload the page.
• "Status-change history failed to load — notes below are still up to date.": only the stage history is missing. Fix: reload the page later.
• Update stays grey: the box is empty. Fix: type something.

Limitations & considerations

• Delete removes the update straight away, without asking first.
• You can edit and delete only your own updates and replies.
• An update can be up to 5,000 characters.
• Updates have no @-mentions. Typing @ and a name is saved as plain text and notifies no one, so if a teammate needs to act on it, tell them directly.

Next Steps & Related Resources

• Next steps:
  • How to Read a Lead's Profile
• Related articles:
  • How to Edit a Lead or Change Its Stage
  • How Pippin Moves a Lead Through Stages
  • How Notifications Work

Need more help? For more information and assistance, please send an email to support@pippify.ai.

Last Updated: 10/15/2026