PLATFORM WORKFLOW
Task Description: Create a Note
Objective: To show Organization Admins and Users how to create a note
Organization: Under Admin or System User
System Permission Level: System Admin or System User
Step 1
Go to www.growthpowersuite.com and click the green Login button.
Step 2
Enter your username and password then click the blue Login button.
Step 3
Click on your Organization (if you are in multiple organizations). If you are only in one, you will begin on the Dashboard.
Step 4
Click on the Contacts tab in the Module Menu Panel.
Step 5
Select the contact you’d like to add a note.
Step 6
In the rightmost panel, click the dropdown box at the top.
Step 7
From the dropdown menu, select Notes.
Step 8
To add a new note, click the blue + sign to the right of the dropdown.
Step 9
An Add Note popup will appear. Type your note in the text box.
Step 10
Once you’ve entered your note, click the blue Save button at the bottom.
Step 11
The newly added note will appear at the top of the right panel.
Step 12
To edit or delete the note, click the respective button to perform the desired action.
