Companies: Notes

A popular feature for companies is the notes. You can find the Notes section under the Company information card. 

A WYSIWYG editor is provided to generate notes with Bold, Italic, Unordered lists, Ordered Lists, Justification: Left, Center, Right, link and media.

Note types:

• Note
• Call
• Email
• Meeting

To add a note

Click the " +"

Enter the content, select note type and click the [Create ] button.

The note will be added to the Notes tab, the latest to the top. In the screenshot below you can see the icons used for each note type. 

To edit or delete a note click the ⋮ "vertical ellipsis" and select edit or delete.