How to Create a Note in an Account

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This guide will show you have to enter an account note in ARC.

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1. Account Notes

Notes provide a record of communication and interactions with clients or prospects. This ensures that everyone on the team has a clear understanding of the history and can make informed decisions. Account Notes

2. Click "Accounts"

In ARC click on the Account tab on the left side of the screen. Click 'Accounts'

3. Click "Accounts"

Navigate to the Accounts section. Click 'Accounts'

4. Search for account

Use the search bar to search for your account and click the magnifying glass. Search for account

5. Select account

Select the specific account. Select account

6. Click "Details"

Navigate to the Details tab at the top of the page. Click 'Details'

7. Click "Add a Note"

Scroll down and click the Add a Note button on the right side Click 'Add a Note'

8. Enter note and save

Enter the note and click the green Save button to add to the account. Enter note and save

9. View in Notes section

Notes can be viewed in the account in two places, first under the Notes section View in Notes section

10. View in History section

Second under the History section towards the bottom of the Details page View in History section This guide demonstrated how to create a note within an account in ARC.