1️⃣Go to CRM --> Clients
2️⃣ Find the client's name that you want to leave a note on
3️⃣ Click the green paper icon under the "QUICK CONNECT" section.
4️⃣ Make sure the drop down option selected is "Manual Notes"
5️⃣Press the green plus sign
6️⃣ Write your note then press "Add Note"
