Sometimes users want to add a small note attached to the company without having to create an activity or appointment. This is how it's done:
- Navigate to the company that you'd like to add the note on
- In the top right corner, you will see an edit icon, click it.
- In the dialog that appears, scroll to be bottom to find the notes field and enter your note
- Click 'Save'
- Your note is now visible beneath the company name in the left side of the company page.