How to Create a Note
Notes are an internal storage system found on the Account and Contact level.
Clients are not able to view Notes.
A Note can be meetings notes, extra information, or anything pertinent to the Account that you'd like to have on file.
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Click +Add New in the upper-left side of your screen.
- Click Note.
- Select the Account.
- Select the Contact.
- Select a Date.
- Enter a Title.
- Enter a Description.
- Attach files using Drag & Drop, Liscio Vault or Browse.
- Click Create Note.
Note: To find the saved note, navigate to the Account or Contact and click on the Notes tab.
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