Shared guide

How to pin a note on a contact record

Step-by-step guide covering: Click the CRM link; Click the Contacts link; Click Jane Doe's name; Click the Note.

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Guide Video
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AI-narrated · Nova voice · English
Step-by-step Guide6 steps

  1. Click the CRM link

    Click the CRM link
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  2. Click the Contacts link

    Click the Contacts link
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  3. Click Jane Doe's name

    Click Jane Doe's name
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  4. Click the Note

    Click the Note
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  5. Click the Actions button

    Click the Actions button
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  6. Click the Pin icon

    Click the Pin icon
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