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Notes Tab

The Notes Tab displays on the Account, Contact, Opportunity and Lead Detail views, and lists all notes about the account, contact, opportunity, or lead.

To open the notes tab

• From the Contact, Account, Opportunity or Lead Detail view, click the Notes tab. If the tab is not visible, click the More Tabs tab.

To view note details

• On the Notes tab, click the Edit link of the note you want to view.

To add a note

• On the Notes tab, click the Insert New Note button and complete the steps to add a note.

Related Topics

Editing Notes

Deleting Notes