FREE 30 DAY TRIAL

Try InfoFlo for free!
The trial is fully functional and offers feature of the product for you to try.
Get your free trial of InfoFlo here.

Contact Info
148 Sheppard Ave West
Toronto, Ontario M2N 1M8
sales@infoflosolutions.com
US: +1 (646) 465-7676
Toll Free: +1 (855) 463-6356
Follow Us
InfoFlo CRM Knowledge Base

Search Knowledge Base by Keyword

How do I add I create a note for a Project?

You are here:
< Back
  1. Click Projects from the left hand menu (to view the list of projects), right click a Project and click New Appointment to Project.
  2. The new note will be automatically linked to the selected Project.