Add a Note to an Enquiry

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

To add a note to an enquiry:

  1. Navigate to the enquiry.
    You can search for enquiries using the Search Enquiries link in the Activity Zone. Enquiries that you are linked to also appear on the History tab in your contact record, and in the Enquiries dashpart in the Personal Zone.
  2. In the Notes band, click .
  3. From the Note Type list, select the type of note that you want to add.
  4. In the Notes field, enter your notes.
  5. Click Save.