Creating a Note

Time isn't always on our side, but its still important to quickly record a telephone conversation or make a brief note about something you've just discovered. The easiest way to do this is to use the Notes field in the activity stream throughout Membrain. 

Creating notes from the Activity Stream

Whether you’re adding the information to a Company, Contact, Sales Project or Prospect:

1. Scroll down to the Notes box at the top of the Activity Stream.
2. Enter your notes, mention colleagues here and they will receive a notification.
3. Once done, click on Activity Type and pick the most appropriate type from the list.
4. If required, add a participant and they will be notified and linked to the activity.  
5. Click Create.

Creating Notes from a Sales Project or Prospect

1. Click on the Notes button in the top menu.
2. Create the note as described above.