Topics Covered in This Article:
How do I add a note?
Anywhere in the platform that you can click the "3 dot menu" for an object you're able to select "Add Note" from the drop down.
How do I view a note?
If an object has a note attached to it then you'll be able to see a green arrow in the upper-right corner of that object's title.
How do I delete a note?
By first viewing a note then clicking the 3 dots located in the upper-right corner of the note you'll see the prompt to "delete" the note. Clicking this will delete the note.
What information can I see in a Note?
You'll be able to see the person's name who left the note, a timestamp of when the note was published, and the note's contents.