Notes can be added to any client in Zomentum.  Notes can be pieces of information from the discussion that you had with the client or if there's some special information you would like to remember about a client.


To add a note follow these simple steps:

  1. Click on the desired client to open client detail page.
  2. On the right side notes box, add your notes.
  3. Add your notes and hit Save.


You can also pin a note to the top of recent activity feed in a client. See how to Pin a note.