Notes help add details about a record and give insights on a record to a user when records are transferred.
From the landing page of a record,
To add notes from the landing page of a record,
Select the Contact/Account/Deal to add a note to, from the list view page.
On the landing page, Click Notes and type your note in the space provided.
Click Save.
During a call
Add notes during a call for future reference. These notes are automatically saved to your call.
