To do this:
- Within your Lead or Contract, head to the Activity’s tab and Notes will appear first.
- Select ‘+ Add Note’ and enter the required information. Select ‘Add’ when finished.
- To edit a note, simply select the blue pencil icon beside it and edit as required.
- Select ‘Update’ when completed.
Thank you for watching our how-to video on How To Add and Edit a Note, for more information and access to our free trial please visit our website https://businesspilot.co.uk