Notes Tab
Use this tab to enter general notes or comments about an active or prospective customer.
Subtasks
| Subtask | Description |
|---|---|
| Address/Contact Info |
Click this link to open the Address/Contact Info subtask, where you can enter, edit, and view the address and contact details for a customer. |
| Activities |
Click this link to open the Activities subtask, where you can enter, edit, and view activities related to a customer. |
| User-Defined Info |
Click this link to open the User-Defined Info subtask, where you can enter, edit, and view user-defined data for a customer. |