How to Add Notes to a Specific Contact?
This feature allows you to store notes or comments related to a specific contact. Follow these steps to add notes efficiently:
Navigate to the Contact Detail Page:
- Go to the specific contact detail page for the contact you wish to add notes to.
Locate the Notes Section:
- On the Contact Detail Page, find the Notes button.
Add a New Note:
- Click on the Notes button to either add a new note or view the list of existing notes.
- Click on the Add Note button. A side drawer will open for you to enter your new note.
Save the Note:
- After entering your note, click the Save button to store the note for the specific contact.
View Notes:
- Click on Notes List to view the list of all notes associated with the contact.
By following these steps, you can efficiently add and manage important notes for any contact, ensuring that all relevant information is easily accessible for future reference.
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