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Overview

Making Notes

System Generated Notes

Activity List

Interactions

Automatically Created Interactions

Notifications

Tasks

Viewing All Notes for an Account, Contact, or Opportunity

Viewing the Most Recent Note for a Contact

Entering a New Note or Editing an Existing Note

Viewing Your Activity List

Finding To Dos for an Account, Contact or Opportunity

Entering a New To Dos or Editing an Existing To Dos

Recording or Deleting Interactions