Shared guide

How to add a note to a contact

Step-by-step guide covering: Click the CRM icon; Click the Contacts link; Click the John Doe contact; Click here to Create a Note.

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Step-by-step Guide8 steps

  1. Click the CRM icon

    Click the CRM icon
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  2. Click the Contacts link

    Click the Contacts link
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  3. Click the John Doe contact

    Click the John Doe contact
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  4. Click here to Create a Note

    Click here to Create a Note
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  5. Click here to add a note

    Click here to add a note
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  6. Type 'Send project documents' in Create a Note

    Type 'Send project documents' in Create a Note
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  7. Click here to create a note

    Click here to create a note
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  8. Click the Create note button

    Click the Create note button
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