Guide

1. Go to the record where you want the note added. (Leads, Opportunities, Contacts, Accounts etc.)

2. Find the Notes in the right column.

3. Click on New to create a new note.

4. Add a title for your note (optional but recommended for clarity).

5. Type the content of your note with rich text formatting options.

6. Attach relevant files (documents, images, etc.) if needed.

7. Click on Done to save the note.

8. You will recieve a success message saying your note is created.

9. Additionally, you can add the note to other records from here.

10. Look for the record (Eg. Opportunity) you want to add the note to.

11. Click on Add.