Create Notes

You can create notes for any additional information that you may need to record regarding your retail visit.

As a sales representative, you can take notes related to a particular store visit. For example, if the sales representative isn't able to present the promotions to the store manager because the store manager isn't available, the sales representative can add a note to this specific store visit. You must sign in using a sales representative or a sales manager role to create notes for Activities.

To create notes for activities:

1. On the springboard, click Activities.

2. Select the Notes subtab and click Create Note.

3. Click Save and Close.