Documentations
- Quick Start
- Set up your Team
- Dashboard
- Forms
- Custom Fields
- Workflows
- Sales Pipeline
- Emails
- Task Management
- Client Management
- What is an ‘entity’?
- Manage Entity
- Leads
- Add Leads
- Edit Lead Profile
- Lead History
- Form Submissions Leads
- Associate Appointments with Leads
- Read Emails Associated with Leads
- Manage Documentation Associated with Leads
- Manage Duplicate Leads Entries
- Monitor Lead Score Logs of Leads
- Associate Campaign with Leads
- Associate Leads with a Company
- Assign Manager to a Lead
- Prospects
- Add Prospect
- Edit Prospect Profile
- Prospect History
- Form Submissions Prospect
- Associate Appointments with Prospects
- Read Emails Associated with Prospects
- Manage Documentation Associated with Prospects
- Manage Duplicate Prospects Entries
- Monitor Lead Score Logs of Prospects
- Associate Campaign with Prospects
- Associate Prospects with a Company
- Assign Manager to a Prospect
- Customers
- Add Customer
- Edit Customer Profile
- Customer History
- Form Submissions – Customers
- Associate Appointments with Customers
- Read Emails Associated with Customers
- Manage Documentation Associated with Customers
- Manage Duplicate Customers Entries
- Monitor Lead Score Logs of Customers
- Associate Campaign with Customers
- Associate Customers with a Company
- Assign Manager to a Customer
- Companies
- Lead Scoring
- Campaign Management
- Deals Management
- Reports
- Logs
- Billing/Invoices
- Categorizations
- System Settings
- Integrations
Edit Notes
admin < 1 min read
Updated:
Sometimes, it is inevitable to change or modify a little bit of your saved work.
To edit your notes:
1. Under the Notes tab, choose the notes you want to edit. Click on the ‘pencil’ icon to begin editing.
2. The Notes section will appear. Start making the changes in your notes.
3. Click the ‘Save’ icon to save your changes.
You can identify if the note has been edited with the note label at the bottom right.
