Notes, documents and actions

Notes, documents and actions can be added to both Companies and Opportunities.

When viewing actions at the company level, an option is available to include actions from Opportunities.

Notes can be added to Contacts and are consolidated when viewing notes at the company level.

A central listing of all documents with flexible filters is available in CRMTray to provide a global CRM document search option.

Next: Guide to adding emails to the notes of your CRM contacts.
CRMTray guide