Navigation:  5 Using Total Enterprise CRM > 5.3 Marketing > How do you work with marketing? > Campaign activities > How do you add a note to a marketing activity?

 

A 'note' is a simple text field (with an optional file attachment) that can be added to any entity in the database.

 

To create a new note and assign it to an existing campaign or event, follow these steps.

 

Step 1: Select Add note

 

 

Click the Marketing tab located on the ribbon.

 

Select Add note in the Campaign activities group.

 

Step 2: Complete the form

 

 

Enter the required information such as type, subject and description.

 

You can attach a file to the note, and associate it with an existing company or contact or with a new company or contact.

 

Using the Owner field, you can select a campaign or event with which this note is associated.

 

Note:

The fields marked with a red asterisk (*) at the right end indicate that they are required fields; other fields can be left blank.

 

More actions for note

Controls on the ribbon allow you to carry out various actions on the selected note.

 

For more details, visit the following link:

 

How do you assign a tag to a note?

 

Step 3: Save your data

When you have finished entering all your data, save it by choosing one of these options on the ribbon: