- Navigate to a Person, Company, or Job Datasheet
- Click to expand the Timeline pane within the Right Side Panel
- Click the Add Quick Note button in the top right corner of the pane
- Log your corresponding details and click the Save button when complete
Managing Company Records
Adding a Related Company
- Navigate to the child Company record
- Inline edit the Related Companies card
- Enter and select the appropriate Parent Company name
- Click the Save button when complete