Managing Notes on Contacts

To take a note on your contact:

1. Click Contacts on the left hand navigation bar
2. Open a contact that you have created in the system
3. Click View and add notes under the Actions section
4. 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.