From the course: Learning Zoho CRM
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Add notes to a lead
- [Instructor] If you're like me and you like to keep notes to help you remember things, there's good news here in Zoho. You can add notes to your leads to help you remember things like conversations, where and when they took place, for example. That's what we're going to explore in this movie. To access the Notes field, we don't edit the entire record. Instead, we start by viewing the details of a record by simply clicking the name of our lead. I'm going to choose Elaine Corey here. Now I can go into those individual fields like we talked about and edit, but I can also scroll down to a Notes field. Notice also I can jump to it here in this related list. Clicking Notes will scroll me all the way down to the Notes field where all I have to do is click to add a note. A note can be something I type. It could also be something I attach or even a link. Let's click inside Add a Note. Here you can see the flashing cursor, waiting for you type, but there are links to attach files and even add…
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