How to create a new Note record

 1. To create a new Note record for the contact, click on the ‘+’ icon to select Note. The Timeline window will expand to add a note for the contact.  
 

2. Enter a title (see step 1 below) and followed by the desired text in the body (see step 2 below) for the Note. 
3. If necessary, attach a file to the Note by selecting the paperclip icon (see step 3 below). 
4. Once all the information will have been entered, select Add note (see step 4 below) to save the Note along with any optional file attachments, as shown below:  
 

Note(s): 

Once saved, the Note record can be found in the Timeline section of the Communication tab for the contact and can be identified by the title of the note for future reference, as shown below: