Add a Note to an Account
Adding Notes to Accounts in Radio Workflow
Follow these steps to add notes to your accounts in Radio Workflow:
1. Access Notes Section
- Click on the plus sign located at the top of the Radio Workflow interface.
2. Select Note
- From the menu, choose Note.
3. Choose Account
- In the Note section, select the account you want to add a note to by clicking on the Account dropdown menu.
4. Enter Note Details
- Type the content of your note in the Note field.
5. Tag Users (Optional)
- If you want to tag specific users in the note, such as the account owner or sales manager, you can do so below the note field.
- Start typing the user's name and select them from the list that appears.
6. Create Note
- Click on the Create button to add the note to the selected account.
You have now successfully added a note to an account in Radio Workflow.
Updated 5 days ago