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.
-1.png?width=670&height=338&name=file-SYLpkG9kd3%20(1)-1.png)
Step 4: Start typing a name in the "Choose a contact" box to select someone from your Contacts to assign to the Note.
.png?width=670&height=338&name=file-SYLpkG9kd3%20(2).png)