1. Lime CRM
  2. Get started
  3. Create a history note

Create a history note

  1. Find the company you want to log history of.
  2. Open the company card.
  3. Click on the History tab.
  4. Click on the plus sign.
  5. Choose the type of activity you want to log in, such as sales calls, who you talked to and in the note field you can make a short note.
  6. Click on save and close.