Search for the relevant record by using the search bar in BuddyCRM.
Click the document icon in the activity feed and select Add Note. A box will appear where you can add free text. Click on Add Note and the note will be saved to your Activity Feed.
Search for the relevant record by using the search bar in BuddyCRM.
Click the document icon in the activity feed and select Add Note. A box will appear where you can add free text. Click on Add Note and the note will be saved to your Activity Feed.