How to Create a Note

1. View the Entry's (Contact, Lead, Opportunity, Case or Account) profile or records via the sidebar.

2. Scroll down to Notes.

3. Click on the plus button.

4. Fill out the New Note form and click on the Check button to Save.

5. A confirmation message will appear.

How to Edit a Note

1. Click the dropdown menu beside Notes.

2. Click the Meeting you wanted to Edit.

3. On the Note Info section, click the pencil icon.

4. Fill out the information on the Edit Note form.

5. After making changes, click the Check icon to Save.

6. A confirmation message will appear.