Adding Notes to a Contact record
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Gillian Hood

Created Apr 14, 2022

Adding Notes to a Contact record

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Nexl

6 Steps
1

Click on the Contact record for whom you want to add a Note.

Click on the Contact record for whom you want to add a Note.
2

Click on the NOTES tab.

Click on the NOTES tab.
3

Click the CREATE NOTE button.

Click the CREATE NOTE button.
4

Type in the Note you want to save.

Type in the Note you want to save.
5

Click the SAVE button.

Click the SAVE button.
6

Your Note will now be visible on that Contact record firm-wide!

Your Note will now be visible on that Contact record firm-wide!
Well done!
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