Add a Note to an Organization

You can add notes to an organization to provide supporting information.

To add a note to an organization:

  1. Navigate to the organization record.
    You can search for organizations in the Activity Zone. For information, see Search for Organizations.
  2. In the Notes section, click .
  3. In the Add New Note dialog box, use the Note Type list to select the type of note that you want to add.
  4. In the Notes field, enter your note.
  5. Click Save.