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Retail Execution at Your Fingertips
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          What Notes Can You Take?

          What Notes Can You Take?

          You can take notes at two levels: the overall visit level or the store level.

          Required Editions

          Available in Lightning Experience in Professional, Unlimited, and Enterprise Editions that have Consumer Goods Cloud enabled.

          You can see all associated notes on the Notes tab of a visit. You can also take notes for each task and can easily identify the task notes by the task name associated with it.

          For each note, you can also view the time when you took the notes.

          Click More at the top of the page and then click New Notes to take fresh notes.

           
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          Salesforce Help | Article