Notes

New Note

Click New Note on entry section to open a new Note. A new page opens (see a picture below).

Click on yellow folder to select the Contact Name that should be linked up with the Note. In the same row, next to Contact Name, user can select additional link with the Note. From this,Leads, Accounts, Potentials etc. can be selected on the pull down menu. Note is accessible through them.

Subject

Click Browse to select the file that should be attached.

Additional note can be entered in the Note: field. Text is formatted with formatting buttons.

Click Save after entering the data.

Review Notes

Saved attachments are seen in Review Notes (see picture below).