Overview

Use notes to keep track of important information about Prospects, Organizations, and Deals. For example, you may learn that a Prospect is going out of town for the next two weeks. Add a note to their timeline, so next time you view their profile you'll have a reminder.

Adding Notes

To add a Note,

• Click on the Note button in an Object (Prospect, Organization, or Deal) Profile.

OR

• Use the Sales Shortcut menu on any screen in the App. 

• Select the Objects associated with the Note.
• Type in your Note.
• Click Save.

The Note will now appear in the Timeline of the selected Objects.