Understanding Notes in CRM
Understanding Notes in CRM
Notes allow you to communicate broadly within your organization by attaching messages to contacts, companies, deals, and other records. Notes can be organized using titles, can be used to tag team mates, and can store attachments.
For more information about notes see this article by Zoho:
https://help.zoho.com/portal/en/kb/crm/manage-crm-data/attachments-and-notes/articles/organizing-notes#Associate_Notes_with_Records