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Contact Notes

ver. 2.0

 

See any notes associated with a Contact on that Contact detail page.

 

  • Go to Account and select the company

Contact_Notes_01.png

 

  • Scroll down to the Key Players and Contact
  • Select the name of the contact

Contact_Notes_02.png

 

  • Inside the Contact Information page you will see the contact notes

Contact_Notes_03.png

  •  You can read previous contact notes and add a new one.

 

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