Adding and Diplaying Notes
You can add notes to Leads, Contacts, Sales Orders and Deals
You can display all notes and create new one.
To add a new note, type in New Note field and press Save.
You can add a note to Deals.
Just select Deal from Related Object select box.
Press Refresh icon to display your new note.
Also, you can see your new note in Zoho CRM
Last modified 1yr ago