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How to add notes to contacts

In this how-to guide, you'll learn the simple steps to add notes to your contacts, ensuring you keep track of important interactions.

victoriaworkflowsvictoriaworkflows
·6 steps·83 views·Published

In this how-to guide, you'll learn the simple steps to add notes to your contacts, ensuring you keep track of important interactions. Follow along as we demonstrate how to input details and save them for easy access later.

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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