How do I create a new note?

Step 1: Login to your ReadyCloud account and go to Notes on the sidebar.

This is where you can view and edit all of the notes you have in ReadyCloud CRM.

Step 2: Click the + icon at the bottom right to create a new Note.

Step 3: Give the Note a Name and Description.

Step 4: Start typing a name in the "Choose a contact" box to select someone from your Contacts to assign to the Note.