You can add notes to keep track of important details and updates for your records. Notes can be added directly from a specific item or via the global create menu.
Add a note via right-click
Locate the company, person, or deal you want to update.
Right (or Command)-click on the item name.
Select Add note from the menu.
Type your note and save.
Add a note via the global menu
Click the plus sign (+) at the top left of your screen.
Select Note.
Create your note content.
Associate the note with a company, person, or deal by searching for the name in the association field.
Click Save.
Where to view your notes
Once a note is created, you can access it in two places:
In-line: View the note directly on the profile of the company, person, or deal you associated it with.
Meetings and Notes page: Navigate to the Meetings and Notes section in the main sidebar to see a chronological list of all your entries.
Delete a note
If you no longer need a note, you can remove it from the Meetings and Notes page.
Navigate to the Meetings and Notes page from the sidebar.
Select the checkbox next to the note(s) you wish to remove.
Click Actions in the top right corner.
Select Delete.
