Notes

CRM > Accounts > Notes

Admin > CRM > Accounts > Notes

The Notes tab stores notes for an account. Copy text from proposals, signed contracts, statements of work, network diagrams, user guides, etc.—anything important about this client you want to reference quickly.

Adding Notes

1. Select the Admin > CRM > Accounts > Notes tab.
2. Click Add.
3. Type or paste text into the Note Text edit box.,
4. Click Save.