- Click Accounts
- Click Find an Account
- Search for and click on the account name
- Click Personas
- Select the type of note you'd like to create from the Sticky Note Type drop down menu; if you need to add a new Sticky Note Type, please see How to add a new Sticky Note Type
- Fill in the information for the Sticky Note in the Note field
- Click Save and Edit
NOTE We can also add a sticky note to a group of records using Mass Update of existing records.