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A note can be added related to a specific profile. This could include information collected during a conversation with the profile or internal information for staff to reference.
Add a Note
- Navigate to CRM and click Notes on the navigation bar.
- Alternatively, navigate to a profile and click Add on the Notes card.
- Click + Note.
- Enter the applicable information, and then click Add. In-system asterisks indicate required fields.
- Label - A short summary of the note.
- Date - Select a relevant date for the note, such as the date of entry in the system or the date the information was obtained.
- Details - Enter additional information related to the note.
- Opportunities - Enter an opportunity name and select the opportunity from the drop-down list to relate it to the note. The note then displays when viewing the opportunity.
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Profiles - Enter a profile name and select the profile from the drop-down list to relate it to the note. The note then displays when viewing the profile.
View and Manage Notes
- Navigate to CRM and click Notes on the navigation bar.
- Alternatively, navigate to a profile that has a related note.
- Click the note to expand the details.
- Click one of the available options to take an action on the note.
- Click Edit to make edits to the note.
- Click Delete to delete the note from the system.
Click the three dots icon next to a note for quick access to the Edit and Delete actions.
Click Filters at the top of the page to set the status or date range to view a filtered list of notes.