Leaving and Editing Notes in Accounts

Leaving notes in accounts helps your team to stay on track and personalize their communication with contacts

In this article, you'll learn how to leave notes in an account and edit notes that are already there.

 

Tip: Are you looking for information about Constant Contact’s Email and Digital Marketing product? This article is for Constant Contact’s Lead Gen & CRM product. Head on over to the Email and Digital Marketing articles by clicking here. Not sure what the difference is? Read this article.

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Article Contents

• Notes Overview
• Leaving Notes
• Notes Assigned to Contacts or Opportunities

Users:

Administrators	✓
Company Managers	✓
Marketing Managers	✓
Sales Managers	✓
Salespersons	✓
Jr. Salespersons	✓

Notes Overview

Notes left on the account will be in the Notes tab. The most recent notes will be immediately visible; however, you can click “View More Notes” to see all notes left for the account. 

To pin a note to the top of the list, modify an existing note, or delete a note, click the Options button and select Pin, Edit, or Delete. 

To attach a file (PDF, CSV, PNG, JPEG, or DOC) to a note, click Attach and choose a file to upload.

Note: All user roles can modify the notes in any account, even if the user making the changes is not assigned to the account. This includes pinning, editing, attaching to, or deleting a note.

Leaving Notes

To leave notes on an account, start from Sales > Accounts in the left toolbar. 

1. Select the desired account from the Account Manager.
   
   

    

2. Within the notes section, begin typing your note. 
3. If needed, choose to assign your note to an opportunity. 
4. If needed, choose to assign your note to a contact.
5. Click Add Note. 
   
    
   Note: Notes assigned to opportunities from Accounts will also appear in other areas of the Lead Gen & CRM application where Opportunities are located. To attach a file, you must first add the note, then click the Settings icon once it has been added to the account. 

Assigning Notes to Contacts and Opportunities

Notes can only be assigned to contacts or opportunities that are associated with the account.

While you can edit notes that have been left, you cannot assign notes to opportunities or contacts after they have been added by using the Edit button. You will need to leave a new note and assign it to a contact or opportunity at that time.

Notes assigned to an opportunity can be found in the Opportunity section, under Sales > Opportunities in the left toolbar. 

Questions?