How to add notes specific to a contact?
Notes help salespeople to record important information regarding a Contact. This article covers the steps to be followed for using the Notes feature to record important information pertaining to a Contact, in the Contact details page.
Prerequisites
- Permissions: Any user with special access special access notes under contact & create note permission
- Product Plans: All
- Activities to be Completed: Contact Creation
Steps
Step 1
Click on the 'Contacts' tab on the homepage. This will lead to the Contacts Listing page. Find the Contact from the list, either manually scrolling down or by using the filters. Click on the Contact name to navigate to the Contact details page.
Step 2
Click on the left quotes icon on the right panel of the screen. This will open Notes Pane.
Step 3
Type the notes in the input box at the top of the Notes pane and click on the 'Add' button below. The notes will be created and listed below the input box.
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