Add Note opens a new Note record to record detailed information about your prospective client. Using Notes in concert with Emails, Phone Calls, and Follow Ups ensures that you have all the information you gather about a prospective client at your fingertips.
To add a note:
| 1. | In the Action Center, expand Activities, and click  (Add Note).The Add Activity form opens. |
| 2. | Complete the form. |
| Activity Type | Required. Select a type from the list. |
| Contact | Select an organization contact from the list. |
| Subject | Required. Provide a meaningful subject. |
| Body | Provide a detailed description that can help you when reviewing later. |
| Activity Result | Select an entry from the list. |
| Activity Date | Date of the activity. Auto-filled. |
| Save and Follow Up |
This is a Workflow link that allows you to save the follow up activity and remind you later to follow up with the prospect. See Save and Follow Up. |
| Save and Create Appointment | This is a Workflow link to save the file and create a calendar invitation for you and your selected Contact. |
| 3. | Click Save when done. |