CRM: Add a note

1:50 min
 
Learn how to add a business note, including an attachment, to an account in Phocas CRM.

Supporting documentation

David Chambers
Presented by David Chambers
Solutions Consultant
Phocas product
CRM
Tags
Phocas Software help and support
Help & support

Have questions or need to report an issue with a Phocas product?

Get support

Related video tutorials

CRM: Create tasks for multiple customers

CRM: Create tasks for multiple customers

Learn how to save time by performing a bulk creation of CRM tasks for multiple customers directly from your Phocas analysis point.
1:18 min
CRM: Create a contact

CRM: Create a contact

Learn how to add new contact to an account in Phocas CRM.
1:41 min
CRM: Add an activity directly from Phocas

CRM: Add an activity directly from Phocas

In this video David shows you how to add a business note to CRM directly from Phocas, without leaving your sales analysis point.
1:09 min
CRM: Add a meeting

CRM: Add a meeting

Learn how to create a meeting in Phocas CRM, include attendees, notes and attachments and add the meeting to your calendar.
3:02 min
Phocas Software

Let’s talk

Are you interested in becoming a Phocas partner?

Phocas Software

Contact us

Fill in the form below, and we will get back to you as soon as possible.

Phocas Software