How to edit and delete notes

Modified on: Wed, 22 Jun, 2016 at 3:48 PM


You can edit the notes created by you and also delete them if you no longer need them.


Here's how you do it, 

  1. Visit the details page of the lead or the contact whose note(s) you'd like to edit or delete.
  2. Click Notes. You can find all the notes created by you and by others in your team for that lead or contact.
  3. Select the note and 
    1. Click the Edit button, if you'd like to edit the note and click Done to save the changes. 
    2. Click the Delete button, if you'd like to delete the note and hit Yes in the dialog box that appears.



Note:

You can view the notes created by others but you cannot edit or delete them.




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How to edit and delete notes

Modified on: Wed, 22 Jun, 2016 at 3:48 PM


You can edit the notes created by you and also delete them if you no longer need them.


Here's how you do it, 

  1. Visit the details page of the lead or the contact whose note(s) you'd like to edit or delete.
  2. Click Notes. You can find all the notes created by you and by others in your team for that lead or contact.
  3. Select the note and 
    1. Click the Edit button, if you'd like to edit the note and click Done to save the changes. 
    2. Click the Delete button, if you'd like to delete the note and hit Yes in the dialog box that appears.



Note:

You can view the notes created by others but you cannot edit or delete them.




Did you find it helpful? Yes No

Can you please tell us how we can improve this article?

Sign up for Freshsales today

Start your 21-day free trial. No credit card required. No strings attached.

Start Free Trial