Shared guide

How to add notes to contacts

Step-by-step guide covering: Click on "Click here."; Click Kami Bicknell; Click Notes; Type "Discovery call completed. Decision expected this w...".

victoriaworkflowsvictoriaworkflows
·6 steps·11 views·Published
Step-by-step Guide6 steps

  1. Click on "Click here."

    Click on "Click here."
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  2. Click Kami Bicknell

    Click Kami Bicknell
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  3. Click Notes

    Click Notes
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  4. Type "Discovery call completed. Decision expected this w..."

  5. Click Save

    Click Save
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  6. Click Notes (1)

    Click Notes (1)
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