WEBVTT

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Open the customer record in Pixie CRM and choose
Notes Select New

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Note to open the note description field This
example uses Maplebridge

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Design a fictional training customer

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Enter a concise factual note We are recording a
training reminder

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to review the design scope before preparing a
proposal Check your

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wording and the customer record before saving and
follow your organisation's

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rules for confidential information

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Choose Save and wait for the notes list to update
Confirm that the

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description appears under the intended customer
Review the Added

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From and Date Added columns to see the note's
recorded author and

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date

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Use the related customer billing and permission
guides for the next

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steps This tutorial adds a note to the customer
record The matching

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written instructions and other Pixie CRM videos
are linked in the

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description