- Add a Note to the overall CRM section by selecting the CRM Module on the top of your screen.
- You can also add a Note directly to a Project by selecting the Calendar icon for that Project on the Pipeline. This will direct you to the CRM section of this Project.
- Select the Note option above the CRM Overview and populate the Note in the text box.
- Add a Tag or attach a file to the Note (optional).
- You can manually tag the Note to link it to a Project. If the Note was posted directly on a Project, it will automatically tag that Project.
- You can manually tag the Note to link it to a Project. If the Note was posted directly on a Project, it will automatically tag that Project.
- Hit Post when completed.
- Edit or delete your Note afterwards by selecting Edit or selecting the Trash Can on the bottom-right corner of that Note.
