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How to add a note to a contact profile

Add a comment or note about the contact in their profile for other team members to see

Jana avatar
Written by Jana
Updated over 3 months ago
  1. Log in to your account

  2. From the menu, choose Contacts

  3. Locate the contact and click their row

  4. The contact details page will load

  5. Locate Notes towards bottom of screen

  6. Enter in the note

  7. Click Add Note

  8. The note will be added to the contact's profile for other team members to view

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