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, select the edit icon.
- In the dialog that appears, scroll to be bottom to find the notes field and enter your note.
- Select Save.
Your note is now visible beneath the company name on the left side of the company page.
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