How to add notes for Account?

Video tutorial on how to add notes for an Account. 

In Agiled you can add notes for Accounts to keep track of important things about Account in the CRM. You can add as many notes as you want for an account  and these notes will always be private, your client will not be able to see them. You can use notes for internal use to keep track of important stuff. 

Here is how you add notes in Agiled CRM. 

1. From the dashboard click on the CRM menu from the Side navigation and click on Accounts. 

2.Choose the Account  for which you want to add notes and go to the notes tab in the Account details. 

3. In the notes tab you will be able to see all the notes you have added for an account. 

4. To add a new note, click on the Add Note button. Add note details and click save. Your note will be saved. 

There is no limit to the number of notes you can create in Agiled. Now that you know how to add notes for an Account in Agiled, start adding important notes about your Account in Agiled and keep all the information in one place.

. A dropdown menu will appear after clicking on the "CRM" tab. Now click on the "Accounts".