Here's how to attach a note to a company without having to create an activity or appointment.
- Click the company where you want to add the note
- Click the edit icon:
- Scroll down to Notes and add your text:
- Select Save.
Your note is now visible beneath the company name on the left side of the company page:
You can also add the note straight from the company page. Click Add a note below the company name, type your text and click Save. To change an existing note, click the note.
You need edit rights for the company. Without them, the edit icon and Add a note are not shown.