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Add a Note to a Company

There are two ways to add a Note to a Company:

  1. Directly from List View when you are in the Companies module.
  2. When you have a Company record open.

All Notes that you create will appear in the Timeline area of the Company record they are linked to.

You have the option to type text, record an audio file to attach, or add both typed text and an audio file to a Note. For more information about how Notes work, see our guide to Notes.

Add a Note from List View
  • Navigate to Companies on the CRM menu.
  • Ensure you are in List View.
  • Click on the Note button on the main toolbar.

Creating a Note from List View in Companies

 

 

 

 

 

 

 

 

 

  • A Note form will appear on the page.
  • Select the Company and/or Contact record you would like to apply the Note to.
  • Type or record your Note.
  • You can also format your text and insert image files or links from the formatting toolbar.
  • Click on Save when you are finished.
  • The Note will now display in the Timeline area of the chosen Company and/or Contact you selected.

The Note form in Companies when in List View

Add a Note directly from a Company record
  • Navigate to Companies on the CRM menu.
  • Open the Company you want to add the Note for.
  • Click on the Note button on the activity toolbar.

Adding a note from a Company record

 

 

 

 

 

 

 

 

 

 

 

 

  • A Note form will appear on the page.
  • The applicable Contact and Company information will be already filled from the record information.
  • Type or record your Note and click Save.
  • You can format your text and insert image files or links from the formatting toolbar.
  • The Note will now appear in the Timeline area of the applicable Contact and Company records.

Adding a Note directly from a Company

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