Lessons
Sign In
Client Engagement Suite for Admins
35 min
Course Overview
Watch the Recording
Play
29 min
Additional Training
Creating and Managing your Accounts
4 min
Using Notes in Account Management
2 min
Request Live Training
Request Now
Using Notes in Account Management
Using Notes to Document Customer Communications
In this lesson, you'll learn how to:
Create notes and note categories
How to administer notes in Account Management
Click the image to jump into the lesson
