Geteilte Anleitung

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 Schritte·84 Aufrufe·Veröffentlicht

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 Schritte

  1. Click on "Click here."

    Click on "Click here."
    Loading screenshot…
    100%

  2. Click Kami Bicknell

    Click Kami Bicknell
    Loading screenshot…
    100%

  3. Click Notes

    Click Notes
    Loading screenshot…
    100%

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

  5. Click Save

    Click Save
    Loading screenshot…
    100%

  6. Click Notes (1)

    Click Notes (1)
    Loading screenshot…
    100%