Create Notes on Account

Notes are great way to update and log updates and important information on a contact, company, deal, and/or ticket record in ShipEarly.

Create a Note

1. Navigate to the Retailers tab
2. Click on the Account name you wish to create a note on
3. Click Create Note and add your content you wish to store
4. Click Save to record and make visible to your team members (Brand, Brand Staff, and Sales Reps)