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Add Notes
admin 2 min read
Updated:
To add notes related to your contacts:
1. Go to the ‘Contacts‘ tab and select the category of your contacts (Contacts/Leads/Prospects/Customers/Companies).
2. Select the contact you want to add notes to. You will be directed to the contact profile.
3. Click on the the kebab icon and select ‘Add Note‘
4. Fill out the ‘Title’ and the ‘Content’ of the note. You can also choose the background color of your note.
5. Click on the ‘Save’ icon 
and your note will be saved on the contact profile.
