Important: This article applies to Network Solutions® customers only.
Note: This section is used create notes about individual contacts, campaigns, or other areas of your business. These notes are for administrative use and cannot be sent to anyone on your leads or contacts list.
To create or view notes, click Tools, then Notes.
Create a Note
Follow these instructions:
- 1. Click the Green Plus Sign above your notes list.
- 2. Select the contact name where your note will attach.
- 3. Select the type of account related to the note.
- 4. Enter a title.
- 6. Enter a message.
- 7. Click Save.
- You have created a note.
To return to your notes list, click Notes at the top of the page. Click Edit/Del next to individual titles to make any changes, or click View to view the note.