CRM – Creating Notes for Contacts

When contacting or following up with leads manually via calls, text, or emails you can create notes for yourself and other team members, which usually consists of details discussed during a call.

1. Go to the contact’s detail by either clicking on Contacts or Opportunities on the sidebar menu, then click on the name in order to view their details.
2. In the right side panel of the contact details page click on the Notes tab.
3. Click on + Add.
4. In the text area field, write any pertinent information that was discussed during corresponding with the contact.
5. Finally, click on the green Save button.