New Note

Overview

Stay organized and on top of all your Accounts by adding notes to Accounts, Contact, Leads A record that holds a potential relationship with a person or company. Examples: candidates, contacts, companies, jobs., Jobs, and more. With Notes, you can use rich text, lists, and images in your notes; relate notes to multiple records. This article will show you how to create a new note.

Creating a New Note

1. Select the Global Actions icon.
2. Select New Note.
   
3. Enter your note.
4. Click Done.