Add Client Interaction Notes for Call Under Prospects module

• Related Articles

• Add Client Interaction Notes for Meeting Under Prospects module

  Click on the Prospects module. Click on the check box against the prospect name. A menu will open, click on Client Interaction Notes icon (as shown below) Under Meeting, fill in the information (marked with red asterisk are mandatory). Click on the ...

• Add Client Interaction Note for Call under Contacts

  Navigate to the ‘Contacts’ module. Check the box in front of the Contact for whom the interaction is to be done. Click on Client Interaction Note icon. The system will open ‘Client Interaction Note’ window, select the ‘Call’ option. Type and search ...

• Add Client Interaction Notes for Meeting under Contacts

  Navigate to the ‘Contacts’ module. Check the box in front of the Contact for whom the interaction is to be done. Click on Client Interaction Note icon. The system will open ‘Client Interaction Note’ window, select the ‘Meeting’ option. Type and ...

• Add Note under Prospects Directory

  Click on the Prospects module. Under the Notes column, click on the Add Notes or Plus icon. A new window will pop up, giving a subject and body content. Click on the Save button.

• Add attachment in a Note under Prospects Directory

  Click on the Prospects module. Under the Notes column, click on the Add Notes or Plus icon. A new window will popup, click on tag icon (refer below snapshot). Select the file from the location where it is stored. Click on the Open button. Click on ...