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Creating a New Note

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Bytimothy A
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Overview: 
Creating a New Note allows you to record important information, updates, or reminders related to contacts, tasks, or activities. This helps keep communication details organized and ensures important information can be easily referenced later.

Follow these steps to create a new note:

Step 1: On your Dashboard, navigate to the Notes tab under the Customers section.
Step 1: On your Dashboard, navigate to the Notes tab under the Customers section.
Step 2: Click the ‘+ New Note’ button.
Step 2: Click the ‘+ New Note’ button.
Step 3: A pop-up will appear where you can enter your notes.
Step 3: A pop-up will appear where you can enter your notes.
Step 4: You can select a specific contact for the note, or leave it as a general note for the logged-in user.
Step 4: You can select a specific contact for the note, or leave it as a general note for the logged-in user.
Step 5: In this text box, you can enter your note and use options to bold or italicize text, tag a user, add an emoji, insert or edit a link, or use the speech-to-text functionality.
Step 5: In this text box, you can enter your note and use options to bold or italicize text, tag a user, add an emoji, insert or edit a link, or use the speech-to-text functionality.
Step 6: Below, you can find options to assign it to a user, add a reminder, add it to a folder, or convert it into a task.
Step 6: Below, you can find options to assign it to a user, add a reminder, add it to a folder, or convert it into a task.
Step 7: When you are done, click the ‘+ Add Note’ button to create the note.
Step 7: When you are done, click the ‘+ Add Note’ button to create the note.

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