How do I create a new note?
New notes can be created in a few different ways:
From a lead, contact, account, or opportunity
- Go to the record that you would like to create a new note for and you will default to a brand new note
- Choose any other records you would like to associate with the note
- Your primary association will be the record you created the note from
Click the pen icon next to search in the top panel
- Click the pen icon
- Choose the records you would like to associate with the note - Please note that every note is required to be associated with a Account.
- Choose your primary association