AnsweredAssumed Answered

Quick note create on lead

Question asked by Jake Vernon on Oct 6, 2016
Latest reply on Oct 31, 2016 by Ramana Raju Santhana

Is there a way to give the rep the ability to add a quick note like in dynamics where the notes box is on the lead and at the top of the record rather than having to scroll down and click the plus button on the notes module?

 

Dropbox - Screenshot 2016-10-06 10.50.39.png   <-- Screenshot of the notes section on MS Dynamics.

Outcomes