Information can be added to a record in the CRM, this may be a phone call from a customer, notes from a meeting or a users thoughts on a situation. The same steps are followed if you are adding a note to a Lead, Problem, Contact or Division.
For the example below the note will be added to a Lead record.
The Activity section will show you any notes which have been added to the record previously. The user of the CRM who added them, as well as the date and time, will be shown to give an audit trail of information added.
To add a new note simply click in the 'Add your reply here...' section. This will expand the Activity section as shown below.
Simply enter, or copy and paste, the required information in and then click 'Post' for this to be saved into the CRM and visible for the other users.
If required you can use the formatting options such as bold, italics, bullet points etc. there is also the option to include hyper links, YouTube videos and emojis.
Additionally, you can add a tag to a note by clicking Add Tag & typing in the preferred tag, followed by clicking enter to add the tag.
Once happy with your note & tag, just click post to add it to the activity. You can then filter the activity by click on the filter icon at the top of the activity section & clicking on your preferred tag.
Finally, you can also make a note a 'key note', by clicking the star icon against a note within the activity.
By using the activity filter again you can choose to filter & 'Show key items only', which will then only show notes that have been selected as a key note.
You can also now pin key notes which will then appear at the top of the activity.
For more information about adding notes please see our video below.