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Adding Notes About Accounts

Using the Shared Notes view, you can create and update shared account notes. 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 View drop-down list, select History:
4. Tap the Notes tab 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.