Add Notes to Companies

admin

2 min read

Updated: December 5th, 2021

Where can I see the notes about the companies?

1. To see the notes related to a company, go to the ‘Companies’ section.

2. Choose the Company name from the Companies list that you want to delete. You can use the filter for an easier search.

3. Click on the ‘Notes’ tab. Under the ‘Notes’ tab, you will see the notes related to the Company.

4. You can add a new note by clicking on the ‘+NEW NOTE’ tab.

5. Fill in Notes details such as ‘Title’ and your Notes ‘Content’. 

6. You can set the format of your content with the use of the ‘formatting toolbar’.

7. You can select a color among the options like that of a sticky note.

8. Once done, click on the ‘SAVE’ button. Select the ‘X’ to cancel.