Leaving and Editing Notes in Accounts

An account in Lead Gen & CRM is just like a folder in a digital filing cabinet, where you can store all of the information related to a contact or an opportunity in one place.

Leaving notes in accounts helps your sales team to stay on track and personalize their communication with leads. 

In this article, you'll learn how to leave notes in an account and edit notes that are already there.

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Article Contents

• Notes Overview
• Leaving Notes
• Notes Assigned to Contacts or Opportunities

Available With:

Trial	✓
Essential	✓
Advanced	✓
Ultimate	✓

Toolbar:

Sales

Users:

Administrators	✓
Company Managers	✓
Marketing Managers	✓
Sales Managers	✓
Salespersons	✓
Jr. Salespersons	✓

Notes Overview

Notes that have been left on the account will be located in the Notes tab. The most recent notes will be immediately visible, however, you can click “View More Notes” to see all of the notes that were left for the account. 

To pin a note to the top of the list, modify an existing note, or delete a note, click the Options button and select Pin, Edit, or Delete.

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Leaving Notes

To leave notes on an account, start from Sales > Accounts in the left toolbar. 

1. Select the desired account from the Account Manager.
   
   

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2. Within the notes section, begin typing your note. 
3. If needed, choose to assign your note to a opportunity. 
4. If needed, choose to assign your note to an contact.
5. Click Add Note. 
   
   

   Click to enlarge.

   
   
   Note: Notes assigned to opportunities from Accounts, will also appear in other areas of the Lead Gen & CRM application where Opportunities are located.

Assigning Notes to Contacts and Opportunities

Notes can only be assigned to contacts or opportunities that are associated with the account.

While you can edit notes that have been left, you cannot assign notes to opportunities or contacts after they have been added by using the Edit button. You will need to leave a new note and assign it to a contact or opportunity at that time.

Notes assigned to an opportunity can be found within the Opportunity, from Sales > Opportunities in the left toolbar.