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How To Add A Note

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Angie | PurpleCow Digital
Updated 1 year ago

The "Notes" section is a great way to see and take notes on a specific contact.

You can also see details about the Notes, such as:

  • Date and time note was added


Here's how to Add a note:

PRO-TIP: These notes can be added manually OR even automatically with workflows.

 

Navigating To The Contact Details Tab - Notes - Step 01

Click "Contacts"

 

Navigating To The Contact Details Tab - Notes - Step 02

Click the contact you wish to view.

 

Navigating To The Contact Details Tab - Notes - Step 03

Click "Notes"

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How To Add A Note - Step 01

Click the "+ Add new" button.

 

How To Add A Note - Step 02

Click the "Enter note" field.

 

How To Add A Note - Step 03

Type your note.

How To Add A Note - Step 04

Click "Save"

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