Adding Notes

Is the thought of losing notes scary? Or do you wish to add customer specific notes that cannot be altered or deteled? We have a perfect solution. So let's find out, how to grow your business without forgeting the baby steps.

Step 1 - Create a Note

• In the customer/contact profile, click on "Notes" tab, by selecting >(arrow icon)
• Fill in the details and select "Add Note".
• View the created Note on the Notes tab.

Or

• In the left navigation bar, select Lead Follow-Up(icon)
• Click to open the respective Follow-Up from the list you wish to add note
• Select the "Notes" tab, fill in the details and select "Add Note".
• View the created Note on the Notes tab.

• Public Profile
• Task Management
• Meetings and Appointments