Note

Notes are crucial for sales, the Notes tab on the contact details page allows you to type any text you want to add to the contact. For example, when you call a prospect regarding a deal, you may not remember everything they said during the call, the notes feature can make it easier for you to note down every important point your client mentions in the sales call.

Add Note

The notes that have been successfully added will be entered on the Timeline tab and on this tab you can edit or delete notes that have been previously added.

Edit or Delete Note