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Notes
Notes
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.