Add a New Note for a Deal

Add a New Note for a Deal



  1. Navigate to the Deals module. 
  2. click the Add Notes or Plus icon under the Notes column. 

  1. A new window of Add Notes will appear on the screen, enter the Subject and content in the same. 
  2. Click on the Save button to save the Note.  

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Alternate way of adding a Note for a Deal

  1. Navigate to Deals module. 
  2. Click on the Deal Name wherein you want to add the Note(s). 

  1. Go to on Notes under Deal Profile Page. 
  2. Click on Plus icon. 

  1. A new window of Add Notes will appear on the screen, enter the Subject and content in the same. 
  1. Click on the Save button to save the Note.  

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  1. The saved note will be visible under the Notes. 

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