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📝 Notes Management

The Notes Management feature in C360 helps you capture, organize, and track important information across Leads, Contacts, and Opportunities — keeping your team aligned and informed.

To access Notes:
Click the Notes icon in the right-hand menu.

Accessing Notes in C360
Accessing Notes from the right-hand menu

📂 Viewing Notes​

You can find and manage notes in multiple ways:

  1. Accordion View → Under the Lead, Contact, and Opportunity tabs.
  2. Detail View → On the Lead, Contact, or Opportunity details page, under the Notes tab.
  3. Each note displays:
    • Title
    • Creation Date
    • "Related to" link (clickable for quick navigation).

Expanding a note reveals its full details.

Notes listed under CRM modules
Notes listed under Leads, Contacts, or Opportunities

➕ Adding & Editing Notes​

Step 1 — Navigate to a Record​

  1. Open the CRM module from the left-hand menu.
  2. Select Lead, Opportunity, or Contact.
  3. Click on the individual record.

Step 2 — Add a Note​

  1. On the right-hand panel, click Add Note.
Add Note button in CRM record
Adding a new note from a CRM record
  1. A Note Form opens. Fill in the required fields.
  2. (Optional) Attach files as supporting documents.
  3. Click Save.
Note creation form with attachments
Note creation form with attachment support

Step 3 — Manage Notes​

  • Add multiple attachments if needed.
  • Click the Edit button to update note details.
  • Click the Related to link to view notes in their associated Lead, Contact, or Opportunity record.
Editing an existing note
Editing an existing note
Managing note attachments
Adding and managing attachments in notes

✅ Key Benefits​

  • Keep all CRM interactions documented and easy to reference.
  • Attach supporting files (contracts, screenshots, proposals) directly to notes.
  • Improve team collaboration and transparency with a single source of truth.