Notes & Attachments
Teal CRM Version: v1.0
Inside of Teal allows the option to write notes and attach documents to any module record.
Viewing List of Notes
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Wed, 18 Feb, 2015 at 11:01 AM
Teal CRM Version: v1.0
The Notes module allows you to manage and view pre-existing notes that are set up within Teal, as well as the ability to crea...
Wed, 18 Feb, 2015 at 11:01 AM
Teal CRM Version: v1.0
The Notes Overview page allows you to review and edit notes for an account within Teal.
Accessing Notes
To vi...
Wed, 18 Feb, 2015 at 11:01 AM