Overview
Often, When you have an account or an organization contact in
place. You as a sales executive may work towards researching the
organization a bit. In such a scenario, you might want to add notes
about the organization a bit to keep it for future reference.
For this purpose, we built the functionality to add meeting
notes and history against an Organization/Company/Account contact
in Toolsoncloud Sales CRM.
Steps to add meeting notes
To add meeting notes to an Organization contact, follow these
steps
- Login to your Toolsoncloud Sales CRM account with your user
credentials.
- Launch Organization contact page from the top navigation
bar.
- In Organization contact page, you may see the list of
organization or company contacts added by you as well as your
team.
- Click to open the particular organization contact, where
you would like to add your notes.
- In the organization contact details page, you may find the
option to Add Notes on the right side of the page.
- Add your comments or notes and click on "Add Note" button.
- The Note will get added to the concerned Organization
contact along with Date & time stamp along with author name.
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