$FA Notes allow Sales Associates to enter Notes against LPOCs. Notes differ from Tasks in that they do note have due dates. Notes are a useful means for jotting down quick information about an LPOC as they are managed through the sales cycle.
First, select a LPOC from Pane 1 on the $FA Home page, next click on the Notes tab. The following screen will be displayed:
A list of current notes is provided. To edit a notes, see the Editing Notes section.
To add a New Note, click the "New Note" link, the following window will be displayed:
Enter the Note content and click the Save button. The note will be added and displayed on the Notes tab as shown below:
Editing notes is as easy as clicking on the selected note. Clicking a note will display the following window:
Make any changes or additions to the note and click the Save button. The note will be updated.