Adding Notes to a Client’s Profile

Description: Logging a note on your client's profile is a quick and simple way to keep track of quick thoughts or simple notes you wish to save and review later.

1. Log into your website
2. Navigate to FlexCRM > Clients
3. Select the client whose account you need to add a note to
   1. This is different from changing the client's bio, updating personal information, or logging an event as this is intended to be quick note to be logged on their timeline
4. Click Add Note
5. Type out your note
6. Click Create