Log A Note

Snapforce CRM provides the option for you to log notes in any module in the system. All user levels have access to this.

Details

1. Login to Snapforce Crm with credentials.

2. On the top home dashboard select the module then the account or name you would like to log the note in.

3. Scroll down until you see Note Information on the right side. On the top of note information click on Log Note.

4. Fill in where you see Note Title and Note Content.

5. Click Enter Note

After entering the note, to the right of note information, where it says timeline,notes,calls etc. Click on Notes and you will see all the notes and the dates they were created.


Video Tutorial: