Related Articles
Add Tags in a Note Under Account
Navigate to Accounts module. Click on Add Notes or Plus Icon under Notes tab. A new Notes window will be opened, click on Tag icon. Select the relevant tag from the Tags search bar. The selected Tags will be inserted into the Notes window. Click on ...
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 tags 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). Search for the tag name. Click on the tag name from the result. Click on the Save button.
Add a New Note for a Deal
Navigate to the Deals module. click the Add Notes or Plus icon under the Notes column. A new window of Add Notes will appear on the screen, enter the Subject and content in the same. Click on the Save button to save the Note. Alternate way of adding ...
Record a Note against a Contact
The user can add a note in the system against a contact; the user can also create a task from that note. From the Contact profile page: Navigate to the Contacts module. Click on the contact's name against whom you want to record a Note. Click on the ...