To take a note on your contact:
- Click Contacts on the left hand navigation bar
- Open a contact that you have created in the system
- Click View and add notes under the Actions section
- Enter a message on the contact, you may want to include a reminder or tag a staff member by adding a “+” before their email address. Example: +david@joinhandshake.com
Refer to Importing Notes for more information on bulk importing.
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