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Adding a note

You can add an unlimited number of text notes to the system, and attach them directly to the records where they are most relevant. You can add notes to Companies, People, Cases, Solutions, Sales Opportunities, and Leads.

  1. Open the record you want to edit, and click the Notes tab.
  2. Click New Note.
  3. Type the text of the note.
  4. Click Save.

See Also:

Company fields

Changing company details