New Update: New & Improved Notes

Launched this weekend, a new and improved notes display for your deals, contacts and leads.

Improved Notes Displayed

Launched this weekend, a new and improved notes display for your deals, contacts and leads. 

 Improved sales notekeeping

Viewing Note Content

You no longer need to click to see the notes content.  A preview of the note will display on the page.  Click on the more link to expose the full contents of the no

Associated Contacts 

You will see the associated contact of the note at the end of the note displayed in bold text.  You will see the associated deal if you are on the contacts profile page.

To Edit Notes

Simply click the note to open the edit form.

To Delete Notes

Simply click the trash can icon.

To See Notes History

Click show more notes to display older notes

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