Notes

Notes help capture and store important details related to leads and deals. They provide valuable context and insights that can be referenced throughout the sales process.

To access Notes:

Login → Desktop → Frappe CRM → Notes

Create Note

Create a new note in Frappe CRM:

1. Go to Frappe CRM → Notes.
2. Click Create in the top-right corner.
3. In the Create Note dialog, enter:
   • Title (mandatory)
   • Content
4. Click Create to save the note.