How do I add a note to a Lead, Contact, or Account within Flywheel Mobile?

Created by Jesse Dow, Modified on Wed, 11 Mar 2020 at 10:04 AM by Jesse Dow

1. Click on the Magnifying Glass to access global search. 



2. Type in the name of the account, contact, or lead record you want to view.



3. After selecting the record, you'll click the up arrow in the bottom right corner.  


4.  Click on the appropriate activity you'd like to add.  


5. Follow steps a through d - See screen shot below.


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