Click the ‘Quick Create’ icon in the main menu.
![](https://cloudkb.legrandcrm.com/wp-content/uploads/2023/08/Quick-Create-Icon.png)
Select ‘Create Quick Note’.
![](https://cloudkb.legrandcrm.com/wp-content/uploads/2023/08/Create-Quick-Note.png)
Enter a title for the activity note
Enter a summary of the activity in the title.
![](https://cloudkb.legrandcrm.com/wp-content/uploads/2023/08/Create-Quick-Note-Enter-Title-1.png)
Enter information about the activity note
Enter information about the activity in the ‘Info…’ section.
- When: Legrand Cloud CRM automatically enters the current date and time. If necessary, you can change the date and time.
- With: Click the link to select the contact related to the activity.
- Type: Select an activity type such as a phone call, email, meeting, etc. The ‘Type’ field is configurable. Click on the green icon to define activity types relevant to your business.
- By: The team member who performed the activity. By default, your user name is selected. Click the drop-down to choose a different user.
- Activity Note Tags (Optional): Use Activity Note Tags to sort notes into categories. For example, you can create a new tag called ‘high-priority’ and add it to important activity notes. In the Reporting module, you can filter activity notes by tags.
![](https://cloudkb.legrandcrm.com/wp-content/uploads/2023/08/Enter-Quick-Note-Info-2.png)
More Info
Click to expand the ‘More Info…’ panel and enter additional information such as the status or outcome.
Note that the drop-down fields are configurable. Click the green icon to define the drop-down list items.
Link a sales opportunity
In the ‘More Info…’ section, you can link a sales opportunity related to the activity.
Click the link ‘Click here to select…’ and select the opportunity.
![](https://cloudkb.legrandcrm.com/wp-content/uploads/2023/08/Optional-More-Info-Panel-3.png)
Additional Information
Enter additional information about the activity in the section provided.
![](https://cloudkb.legrandcrm.com/wp-content/uploads/2023/08/Quick-Note-Additional-Info-4.png)
Attaching files or inserting pictures
Click ‘Attach File’ to link documents to the activity. To add images in the additional information section, click ‘Insert Picture’ and upload the file(s).
![](https://cloudkb.legrandcrm.com/wp-content/uploads/2023/08/Quick-Note-Save-5.png)
Click ‘Save’ once you finish.