How to add a note to a contact?
To add a note, open a contact that you wish to add a note to:
- Click on the Add Note button (see A) below the Next Action area.
- Enter your note in the text area box (see B).
- Apply bold or italic formatting if required.
- Attach a file to your note from your computer, Google Drive or Dropbox.
- To notify your team members about a note by email (Feature available only in multi-user accounts):
- Click Select beside Notify other user? below the text area box.
- Select team members to be notified; or Select All for notification email to be sent to all team members.
- Relate note to an existing deal by selecting the deal’s name from the Note relates to... drop-down list.
- Press Save (see C) to record note and to send out emails to selected team members.
Related note appears with a deal under Show/Hide related notes link (see D).