Skip to main content

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 Account Settings near the top.

  5. Click More Actions in the upper-right and select Account Notes.

  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.

Did this answer your question?