With the Sell mobile app you can create and manage your notes form your mobile phone.
Create notes to capture information about the lead, contact or deal, such as meeting notes, personal information, or buying preferences. When you create a note, it creates a log in the Activity Feed with information about who created the note and when.
Notes are represented by the notepad icon on lead, contact, and deal pages.
This article contains the following sections:
Creating a note
To create a new note, go to a lead, contact, or deal and click the notepad icon. Click the + icon to create a new note and click Done to save.
Creating notes for deals
If you're logging a note for a deal, you can also log the note against the primary contact associated with the deal. Check Show on the Primary Contact to save the note to both the deal and the contact.
Viewing, editing, and deleting notes
There are two ways to view all notes related to a lead, contact, or deal.
- View notes as part of the Activity Feed, by clicking the Activity tab, or
- Click on the notepad icon to display all notes.
To edit or delete existing notes, click the notepad icon to display all notes.
Click on a note to edit the contents of the note and click Done to save.
To delete the note, either click on the trash can icon located at the bottom of the screen, or swipe left on a note when viewing all notes.