How to Add CRM Notes for a Patient?
Go to the Service menu and under the PureCRM tab open PureCRM View
First, select the pipeline under which you want to manage an opportunity.
Double-click on the opportunity card to open the details.
Click on the Note tab.
Type the note in the text area as shown in the below-given image.
Now the Add button will be enabled.
Click on the +Add button to add and save this note.
A New CRM note has been successfully added to the patient details.
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