Adding a Note

You use notes to document the outcome of an activity and to record interactions with an account, contact, lead, or opportunity. The notes you add appear in the Notes/History tab on the Account, Contact, Lead, and Opportunity Detail views.

Note: If you create a note for an opportunity, and disassociate the note from the contact and account, the note is not sent to the Remote users.
  1. From the New menu, select Note.
  2. In the Regarding field, select an item from the list.
  3. If required, use the Location field to specify a location.
  4. If required, modify the Completed and Scheduled dates. To modify the date, click (Calendar) to select the date.
  5. Perform one of these actions:
    • Select Timeless if you are not required to specify a duration for the note.
    • Click the Duration field and select an item from the list.
  6. Select the Contact or Lead option. Based on your selection, click (Find) next to the appropriate boxes (Name, Account, Opportunity or Ticket), and use the Find dialog box to locate the appropriate record.
    Note: To remove a Lead, Contact, Account, Opportunity or Ticket, click (Remove) next to the appropriate field.
  7. In the Priority field, select an item from the list.
  8. If required, click the (Find) and use the lookup to select a Leader.
  9. In the Notes field, specify the appropriate information.
  10. If required, click the Attachments tab to add a document or URL.
  11. (Optional) Click the Follow-up field and select the follow-up activity type. Schedule a follow-up activity.
  12. Use the Carry Over Notes or Carry Over Attachments check boxes to copy notes or attachments from this note to the follow-up activity.
  13. Click OK.
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