To Do This:
- Click the edit button beside the enquiry and scroll down to the Latest Notes box at the bottom of the page.
- Select the + icon to add a note. Enter as required and select Add.
- To edit the note, select the pencil icon on the relevant note and edit as required. Remember to select Update.
- If you scroll to the top of the page and select the Notes tab, you’ll also find your notes here.
- You can add a note here by selecting the + Add Note button. You can also edit by selecting the edit pencil button beside it.
Thank you for watching our how-to video on How To Add and Edit a Note on an Enquiry, for more information and access to our free trial please visit our website https://businesspilot.co.uk
