Add a Note using iPhone

Add a Note using iPhone

You will get the option to add a note only after you reply to an email.

To add a note

  1. Tap the Messages icon in the Zoho CRM app.
    Email received from the leads and contacts will be listed. 
  2. Open an email and tap on the Reply icon.
  3. Compose an email and tap Send.
    The option to add a follow-up task and a note will be available. 
  4. Tap on Add a Note.
  5. Specify the note details and tap Save.

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