Using Company Notes

Company Notes

Managing contact notes for a company is essential for effective communication and collaboration. This guide helps in efficiently managing contact notes, enhancing teamwork, and ensuring streamlined communication within a company.

Viewing and Managing Contact Notes for a Company

Viewing Contact Notes

Navigate to Contacts:

• Go to the contacts section on the left menu.

• Select "Company" at the top.

• Choose the desired company.

• Hover over the "Notes" tab to view all notes added by the team.

Adding Notes Manually

1. Add Note:

   • Click the "Add Note" button in the top right corner.

   • Select the contact and type your note.

   • Save the note to have it appear in the notes section.

     

Adding Notes from a Contact's Page

1. Select Contact:

   • Find the specific contact within the company.

   • Click "Add Note" on the contact's page.

   • Save the note, which will also appear in the company's notes section.

Filtering Notes by Contact Name

1. Filter Notes:

   • Use the filter option to sort notes by contact name or creation date.

   • Apply the filter to view specific notes, which is helpful for focusing on relevant information.

Collaborating and Staying Updated

1. Collaborate:

   • Use notes to keep team members informed about project updates and other critical information.

   • This ensures everyone is on the same page and can efficiently collaborate on tasks.