How to Create a Note in the CRM

1️⃣Go to CRM --> Clients

2️⃣ Find the client's name that you want to leave a note on

3️⃣ Click the green paper icon under the "QUICK CONNECT" section.

4️⃣ Make sure the drop down option selected is "Manual Notes"

5️⃣Press the green plus sign

6️⃣ Write your note then press "Add Note"