Enter Notes for Business Lead
Explanation
A note can be used, as a means of forwarding information to someone who will
process the object later. Another area of use is to make personal notes and
comments for internal reference only.
Prerequisites
A business lead header must have been entered and saved.
System Effects
A note is added to the business lead.
Window
Business Lead
Related Window Descriptions
Business Lead
Procedure
- Open the Business
Lead window and search for the required
business lead record.
- Click the General tab and enter any notes
in the Notes field.
- Save your changes.