1
Go to the company page.
Navigate to the company record where you want to add a note.
2
Click on “Create Note.”
This will open the note creation panel or window
3
Write your note
Enter the content of the note — include relevant details, context, or updates.
4
Associate related records
Here, you can link the note to related contacts, companies, deals, or other records.
5
Create Note
Once finished, click “Create Note” to finalize.
6
View your note
After saving, the note will appear in the company’s activity timeline or notes section.
