How to create a note for a contact record ¶
Below showcases how to add a note to a contact record, but this workflow can be used to also add a note to a company record.
2. Click this search magnifying glass icon. Type “anthony”
You can search by first name, last name and email.
3. Click this link.
4. Click “Notes”
5. Click “Create Note”
6. Type “Add info here about a contact”
7. Click “Save note”