We have introduced a new feature in the CRM contacts called Notes. These notes work like any other notes feature and they enable you to write notes for each contact stored in the CRM.
These notes are linked to each contact individually and cannot be sent or transferred. You can edit and delete them as and when you like.
- Open any list in CRM lists.
- Open a contact in a particular CRM list.
- You’ll see Notes on the top menu bar.
- Click on Create Note and a Note Editor will open.
- Once you’ve created your note, click on Save Note.