How To Add Notes In Salesforce

How To Add Notes In Salesforce

1. Log In: Access your Salesforce account.
2. Navigate to the Record: Find the record (like a contact or account) where you want to add a note.
3. Locate the Notes Section: Scroll down to find the 'Notes' related list on the record page.
4. Click 'New Note': Select the 'New Note' button to create a new note.
5. Enter Your Note: Type your note in the provided text box.
6. Save the Note: Click the 'Save' button to store your note.
7. Review Your Note: Check the Notes section to ensure your note is saved correctly.