Add a Note in the Maximizer Mobile App
This tutorial is applicable to Leads, Address Book entries and Opportunities in the Maximizer Mobile App.
In this example we are going to work with the Leads Module.
- Select the Leads module at the bottom of the screen.
- Or -
Select Menu.
Next, select the Leads module.
- Select the lead which you want to book an appointment.
- Select the + Icon.
- Select Note.
- Input the note and select Save.
- Alternatively, select the note Tab and Select +.
- You will then be prompted to add a note.
- Select Save to complete the note.
