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