Notes Overview

This article is your guide to adding notes in a fun and seamless way! ✏️ Whether it’s a single Contact Record, a Pipeline Deal Card, or multiple Contact Records, we’ve got you covered! ✨

*Note: You have two easy options for recording a note on a Pipeline Deal Card! 🎉 You can find it in the Activity dropdown menu under "New Note," or simply click "New Note" on the Notes tab. The tools are the same for both the Contact Record and the Pipeline Deal Card, making it super convenient!* 💼📒