Managing Notes | Groopt

Managing Notes

How do I create, edit and manage Notes?

Navigate to your Notes Settings by following these steps:

  • Click the menu button in the upper left next to your organization name to pull out the side-menu
  • Click the cog-wheel next to your organization name 
  • Click the Notes icon to open the settings for Notes

To Add a Note

  • Click the “New” button to name and assign an icon

To Edit or Delete Interactions

  • Select a Note and click Edit or Delete