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How To Create And Filter Notes

IN THE CRM

1. Go to "Notes" in the left menu.

2. Inside "Notes" you will be able to search and filter for all the notes in the CRM.

3. You can search for "Notes" using a time period by pressing the time period dropdown.

4. You can also search for "Notes" in specific pages on the CRM by pressing the CRM page dropdown.

5. You can also search for "Notes" created by specific users on the CRM by pressing the users dropdown.

6. Finally you can also search for "Notes" just by name by using the search bar.

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