If you're an Android user and haven't downloaded the Zendesk Sell mobile app, head over to the Google Play store to install the app on your mobile device to get started with managing your Leads, Contacts and Deals on the go!
Create notes to capture anything about the Lead, Contact or Deal you’d like to document or reference, such as meeting notes, personal information, or buying preferences. When you create a Note, it will instantly log to the Activity Feed with a timestamp of when it was created along with the name of the user who is performing the action.
To create a Note, navigate to a Lead, Contact or Deal and click on NOTES and the "+" icon.
After you write the content of the note, click ✔ to save.
Creating Notes for Deals
If you’d like to save a Note on the Associated Primary Contact from a Deal, you can check the box to display it on the Primary Contact to have this Note replicate automatically.
Viewing, Editing and Deleting Notes
There are two ways to view all Notes related to a particular Lead, Contact or Deal. You can view Notes in the Activity Feed along with all other activities, or view only Notes by clicking on NOTES.
To edit or view an already saved Note, you can click on the Note and click on the pencil icon.
If you'd like to delete a Note, click on the Note and click on and click on Delete.