Installation Company ERP / CRM


How To Add and Edit a Note

To do this:

  1. Within your Lead or Contract, head to the Activity’s tab and Notes will appear first.
  2. Select ‘+ Add Note’ and enter the required information. Select ‘Add’ when finished.
  3. To edit a note, simply select the blue pencil icon beside it and edit as required.
  4. 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

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