User – How do I add a “note” to multiple contacts at once?

Step 1: Click on Contacts (CRM) on the left navigation.

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Step 2: Select the multiple contacts you would like to add a note to by selecting the check marks on the left side.


Step 3: After you have the contacts selected, Click on the notes icon by Mass Actions on the top of the page.


Step 4: A pop-up window will appear for you to add your note to all selected contacts. Type your note then click Save to complete.