Insert hyperlink in a Note under Accounts

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  Click on the Contact module. Under the Notes column, click on the Add Notes or Plus icon. A new window will popup, click on Hyperlink icon (refer below snapshot). Enter Web Address, Text, ToolTip information. Click on the Insert button. Click on the ...

• Insert hyperlink 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 pop up, click on the Hyperlink icon (refer below snapshot). Enter Web Address, Text, and ToolTip information. Click on the Insert button. ...

• Book a Meeting for Multiple Accounts

  Go to Accounts Module: Start in the Accounts module of Insights CRM, your central hub for account management. Select Multiple Accounts: Checkmark the names of the multiple accounts you want to include in the meeting. Initiate Meeting Setup: Click on ...

• Record a Note against an Account

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• 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 ...