How to create a note

In Winner Bizz, users can create a note appended to a customer's contact details. This is useful, for example, to record details following a phone call. 

Users can also create a manual task. For more information, see How to create a manual task.

How to add a note

1. Locate the customer and open the contact details widget:
   • Enter the contact's name into the global search field. If the contact name does not appear in the instant results list, click the filter icon  or click Show more results.
   • Or, at the home page, select Sales > Customers to open the customers list and locate the customer there.
   • Or, if the user has the workflow open, they can click on the customer's name or in the contacts list inside the panel view.
     
     
2. In the contact details widget, click the create new note icon .
   
   
   
   
3.  In the Edit note window, enter the required details, for example, the Name of the task and record the information in the text field below. 
   
   
   
   
4. Click Save.
   Note: The note will now be accessible in the customer follow-up, visible to the user and all their colleagues.

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How to create a manual task