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How do I make a note against a contact?

Notes are a quick way to record additional information against a contact, allowing for easy internal access and management

Steps:

  • Search for the contact and click their name
    • Click ‘Actions’ in the top-left corner, then ‘Add note’
    • Alternatively, click the plus sign under ‘Notes’ in the right sidebar
  • Provide a subject line and the body of your note and click ‘Save’
  • Your note will show in the top-right corner of their Contact record, with a timestamp