Using Notes

Notes are what they sound like, relative details concerning any interaction with the account. These notes are helpful when it comes to historical data and keeping future account owners or other departments up to date.

The blue button on the bottom right of the page is used to add notes.

**It is important to note that “notes” added to an activity card do not get transferred to the notes section. We suggest speaking with your Bolstra Admin to determine what type of notes should be stored in the notes section vs what notes are stored in the activity card.