How to View Notes in Aesthetix CRM

Learn how to easily view and manage notes within Aesthetix CRM. This article covers step-by-step instructions to access, review, and utilize notes to enhance your customer relationship management process effectively.


1. To begin, Click on "Pipelines".

1 To begin, click here.

2. Click the icon to view notes on the desired opportunity card.

2 Click on the element.

3. Click on "+ Add Note".

3 Click on "+ Add Note".

4. Enter your note in the provided field.

4 Click here.

5. Click "Add Notes" to save your note.

5 Upload

6. A confirmation message will indicate that the note has been successfully added.

6 Click on the element.

7. Click the icon to edit notes.

7 Upload

8. Add or change the notes as needed.

8 Following that, click on "Update".

9. Click "Update" to save your changes.

9 Upload

10. Click the icon to delete notes.

10 Next, click here.

11. A confirmation message will indicate that the notes have been successfully deleted.

11 Click on the element.

12. Press "x" to exit.

12 Next up, click on the element.

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