Add a note
1:50 min
Learn how to add a business note, including an attachment, to an account in Phocas CRM.
Supporting documentation
Phocas product
CRM 
Related video tutorials
CRM Create tasks for multiple customers
Learn how to save time by performing a bulk creation of CRM tasks for multiple customers directly from your Phocas analysis point.
1:18 min
1:41 min
CRM Add an activity directly from Phocas Analytics
In this video David shows you how to add a business note to CRM directly from Phocas, without leaving your sales analysis point.
1:09 min
CRM Add a meeting
Learn how to create a meeting in Phocas CRM, include attendees, notes and attachments and add the meeting to your calendar.
3:02 min