Adding Notes

You can include notes in any task, pursuit, or opportunity. Once they are saved, they are included in the Notes panel. Each note is attributed to its author.

1. From the overview page, click the Add New icon in the Notes panel. An Add Note pane appears.
2. Enter a title for the note. The text for notes goes into the Description field.

3. When you have completed the note, click Save.

    

Related topics

• Deleting Notes