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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 pull down menu can be selected Leads, Accounts, Potentials etc. and Note is accessible through them.
Click Browse to select the file that should be attached.
Additional note can be entered in a filed Note:. Text is formated with formatting buttons.
Click Save after entering the data.
Review Notes
Saved attachments are seen in Review Reports (see picture below). Shranjene priponke lahko vidite na pregledu beležk, kot je prikazano na spodnji sliki.
