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Opportunities - Guide on How to View Notes | autoPatient

Alle SammlungenPipelinesOpportunities - Guide on How to View Notes

Opportunities - Guide on How to View Notes

Step by Step process on how to View Notes

1. Select "Pipelines"

Select 'Pipelines'

2. Click Opportunities

Click Opportunities

3. Click Icon to View Notes

Click Icon to View Notes

4. Click "Notes"

Click 'Notes'

5. Notes List

Notes List

6. Edit Notes

Edit Notes

Add or change notes

Add or change notes

Click "Update" to save changes

Click 'Update' to save changes

Changes added successfully

Changes added successfully

7. Click Icon to Delete Notes

Click Icon to Delete Notes

Notes successfully deleted

Notes successfully deleted

8. Click "Add Note"

Click 'Add Note'

Provide Note Details

Provide Note Details

Click Button to Save Notes

Click Button to Save Notes

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