Add a Note to an Account

This guide provides a step-by-step process on how to add a note to an account. By following these instructions, users can effectively log comments and track activity on an account.

Barrett Hansen
6 steps
16 seconds

Currentsoftware

From an account page, click "Add Activity"

Select the activity type from the dropdown menu here.

Select the priority level from the dropdown here.

Add an optional description to the text box here.

Click "Save" to log the comment on the account

View the comment added in the activity log along the right hand side.