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Adding Notes About Accounts

Using the Private Notes and Shared Notes views, you can create and update private and shared account notes. Private notes are visible only to the note creator; shared notes are available to other sales representatives calling on the account.

To add account notes

1. Navigate to the Accounts screen.

   The My Accounts list appears.

2. Select an account from the My Accounts list.
3. From the Show drop-down list, select one of the following:
   • Private Notes. Limits access to the note to the person creating it.
   • Shared Notes. Allows all account team members to access the note.
4. Tap the Notes list to select it.
5. On the toolbar, tap the New Record button, then complete the fields for the new record.

   Tap in the Note field, and then tap the ellipsis (...) to view the entire note while you are entering text.