How do I add a note to a lead, contact, or an account with the web application?

Created by Jesse Dow, Modified on Wed, 11 Mar 2020 at 10:03 AM by Jesse Dow

1. Click on the magnifying glass to search for the lead, contact, or account.

2. Type the name and click on the magnifying list one more time.

3. When the record opens, click on the word "History" and then "Create Note or Attachment".

4. Input the note details and click on "Save".