Creating an Account Note
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.
- In ARC, navigate to the accounts tab on the left side of the screen.
- Click on the “Accounts” tab found on the top of the screen
- In the “Search” field, search the account name
- Click on the magnifying glass on the right side of the screen
- Select the account from the list
- Select the “Details” tab located toward the top of the page.
- Scroll down and click on the green “Add a Note +” button on the right side of the page
- In the pop-up window, type in the specific note you would like to document in the account
- Click on the green “Save” button when finished
- Notes can be viewed in two places
- In the “Notes” section, found in the middle of the details page
- In the “History” section, towards the bottom of the details page
How to Create a Note in an Account
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.
2. Click "Accounts"
In ARC click on the Account tab on the left side of the screen.
3. Click "Accounts"
Navigate to the Accounts section.
4. Search for account
Use the search bar to search for your account and click the magnifying glass.
5. Select account
Select the specific account.
6. Click "Details"
Navigate to the Details tab at the top of the page.
7. Click "Add a Note"
Scroll down and click the Add a Note button on the right side
8. Enter note and save
Enter the note and click the green Save button to add to the account.
9. View in Notes section
Notes can be viewed in the account in two places, first under the Notes section
10. View in History section
Second under the History section towards the bottom of the Details page
This guide demonstrated how to create a note within an account in ARC.