Overview:
Edit one of your
notes
or
comments
on a call.Getting started: If you’re not already viewing a call, first click on a call in Search & browse or from one of your Reports.
Edit a private note:
- Hover your mouse over the note and then click the More actions ( ••• ) button. Select the Edit option in the drop-down menu.
- Revise your note and then click the Save changes link.
Edit a public comment:
- Hover your mouse over the note and then click the More actions ( ••• ) button. Select the Edit option in the drop-down menu.
- Revise your comment and then click the Save changes link.
What's next?