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

1. Open the Business Lead window and search for the required business lead record.
2. Click the General tab and enter any notes in the Notes field.
3. Save your changes.