Adding Comments to Leads & Waitlist

Adding Comments to Leads & Waitlist

You can add comments within the Xap Lead CRM to help you effectively manage and track enquiries. Comments can be added individually or in bulk, providing a simple way to record important information and keep your team informed throughout the enrolment journey.

Comments can be added against enquiries in the following tabs:

Leads
Waitlist
Pending Enrolment

Items:

Adding comments individually via the Leads screen
Adding comments in bulk via the Leads screen
Adding comments individually via the Waiting List or Pending Enrolments screens
Adding comments in bulk via the Waiting List or Pending Enrolments screens

Added comments will also be available to be viewed on the Waitlist Comments report

Adding Comments individually via Leads Screen

Select the Waitlist screen with in Xap
Select the Leads Tab
Select the +Add button for the required lead

Add in the comment
Select Save

Select Close

Adding Comments in Bulk via Leads Screen

Select the Leads to add the comment to
Select Bulk Action
Select Add Comment

Add in the Comment
Select Save

Select Yes to add the bulk comment

Adding Individual Comments via Waitlist/Pending Enrolments Tabs

Similar to the Leads screen, comments can also be added via the Waiting List and Pending Enrolments tabs. The process is the same for both.

Select Waiting List tab or Pending Enrolments tab
Select the 3-dot icon next to the enquiry
Select Comments from the drop-down menu

Add in the Comment
Select Save

Select Close

Adding comments in Bulk via Waitlist/Pending Enrolments Tabs

Select Waiting List tab or Pending Enrolments tab
Select the child/ren
Select Bulk Action
Select Add Comment

Add in the Comment
Select Save

Select Save

Updated on: 09/09/2026

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