How to add a Note in CRM?

Notes on CRM Company and Contact profiles store relevant information about the client. Notes can be tagged to a specific prospect and contact within a company profile.

• Using the mega menu, navigate to Companies or Contacts 

• Your default view will be a full list of all contacts or companies 
• Click on the contact or company you wish to create the appointment for 
• Within the contact or company page, select "Notes" from the options on the right 

• A pop-up will prompt you to enter the following details 

• • Use the dropdown menus to select Hotel (Only available if you have multi-property access)
  • Whom the Note was added by
  • Link the note to a contact within the company
  • Option to tag the note to a prospect associated with the company/contact

• Type your Notes 
• You have the option to Bulk Add multiple Notes at once, if applicable.
• Save.
• Your Note will appear in both your activity log and the contact's activity log.