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Adding notes to an account

Add, view, and manage notes with timestamps for any account.

Updated over 2 weeks ago

Account Notes lets you add notes to any account, view all notes associated with a particular account, and see the user who added each note along with its timestamp.


Adding and viewing account notes

To add a new note or view existing notes for an account:

  1. Go to Manage (globe icon) in the left menu.

  2. Select Accounts.

  3. Click on an account from the list.

  4. Go to Settings & Tools under Account Actions near the top.

  5. In the toolbar under the metrics row, click the pencil icon.

  6. Enter a new note and click Save.

  7. (Optional) For existing notes, edit or delete them by hovering over a note and selecting the pencil icon.

  8. Click the X to return to account settings.

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