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How to…Add a Note to a Record

Search for the relevant record by using the search bar in BuddyCRM.

search results screen in desktop version of BuddyCRM

 

lead details record screen of BuddyCRM

Click the plus icon  in the activity feed and select Add Note.

add note to a record in BuddyCRM

 

A box will appear where you can add free text. Click on Add Note and the note will be saved to your Activity Feed.

add note box on the record card in BuddyCRM

 

 

Updated on May 21, 2018

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