Adding Notes to a Company record
GH

Gillian Hood

Created May 20, 2022

Adding Notes to a Company record

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Nexl

8 Steps
1

Click the name of the Company for which you'd like to add a Note.

Click the name of the Company for which you'd like to add a Note.
2

Click the 3-dots icon to view additional actions.

Click the 3-dots icon to view additional actions.
3

Click on Create Note

Click on Create Note
4

Type and format your Note.

Type and format your Note.
5

Add any Contacts you'd like to associate with the Note (optional).

Add any Contacts you'd like to associate with the Note (optional).
6

Click the SAVE button.

Click the SAVE button.
7

Within the Company record, click the TIMELINE tab to view any existing Notes.

Within the Company record, click the TIMELINE tab to view any existing Notes.
8

You'll find existing Notes by clicking NOTES from the TIMELINE tab.

You'll find existing Notes by clicking NOTES from the TIMELINE tab.
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