How To Create Notes For Contacts and Companies

How To Create Notes For Contacts and Companies

1. To begin, click on "CRM & Email."

2. Select the contact you would like to add notes for

3. Click on the "Notes" tab.

4. Click on "Add Note."

5. Enter your note description in the text area.

6. Video Step (Play Now)

7. Click on "Associate To."

8. Now, click on "Opportunities."

9. Click on "Note description."

10. Click on "Save."

11. It may take a minute for your new note to appear, you can refresh the page or follow along to learn how to add notes to companies next.

12. Click on "Companies."

13. select the company you want to add notes to

14. Now, click here to proceed.

15. Following that, click on "Add Note."

16. Once that's done, click here to add details.

17. Video Step (Play Now)

18. Click on the contact selection element.

19. Select a contact that is associated with the company

20. Click on "Create" to finalize your action.

21. Afterwards, click on the close button.

22. Now let's go check our notes on our contact, go back to all contacts

23. Select the contact you were editing in the last step

24. Click on the notes section to view the notes

25. Now you should see the note you previously created!

This workflow was created with Supademo.