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Get Started with Communications, Media, and Energy & Utilities (CME)...
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            Add a Note

            You are here:

            1. Salesforce Help
            2. Docs
            3. Communications, Media, and Energy & Utilities Managed Package

            Add a Note

            One of the Event actions in the center area of the Campaign Call List Record Page lets you add a note.

            1. Click New Note.
            2. Type a Title and a Body.
            3. Check the Private box to make the note visible only to you.
              The Title is "Doesn't seem ready". The Private box is checked. The Body is "Seems to be stalling."
            4. Click Save. The new note appears in the Customer Story.
             
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            Salesforce Help | Article