User – Notes

Add a Note to a Contact

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

Step 2: Find or search for a contact and click on their name or the eye next to their name to view their profile.

Step 3: In the Notes section, click on the New button.firefox_screenshot_2016-12-09t15-37-29-019z
Step 4: Add your note then click the Save button.firefox_screenshot_2016-12-09t15-39-10-723z


Mass Add a Note to Multiple Contacts

Step 1: Click on Contacts (CRM) on the left navigation.firefox_screenshot_2016-12-08t19-46-57-999z
Step 2: Select the contacts you would like to mass add a note to by selecting the check marks left to the contact names.firefox_screenshot_2016-12-08t20-33-30-134z
Step 3: Click on the note icon on the bottom to the right of Mass Actions.firefox_screenshot_2016-12-09t13-31-49-284z
Step 4: Add the note in the MASS NOTES box then click ADD to save.