How to Add Notes in the CRM

You can manage contact notes for your contacts and activities. You can edit, delete, or re-reassign in this queue. Click on the blue arrow button to relate note to a specific Contact, Task, Event, Marketing Program, or Proposal.

Step 1: Click on NOTES on the left hand side and click on ADD NEW to add a new note in the CRM.


Step 2: Enter the Note Type, subject of the note and the note. Click OK to submit the note.