Top Producer^® X CRM: Notes

Find all your notes in one place and quickly add new notes in Notes (Log in > Notes).

Adding Notes

Click Add Note to add a new note. Note that when adding notes from the Notes page, no contacts are associated by default. Use the Search to add… field to find contacts to add to the note. Click Save Note when finished.

Viewing Notes

Notes are display on the Notes page in chronological order. Click a note to display the full text. To edit an expanded note, make your changes directly in the note then click Save Note. To delete a note, click the icon.

Notes linked to a contact also display in the Dashboard and Notes tabs of the contact record.

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