Remember everything with Notes, whether it’s for an evaluation, skills tracking, or a to-do list, we offer you the ability to take notes on the files of your contacts or on activities by adding links, lists, tables, or images.
These notes can be shared among the responsible individuals for even more effective collaborative management.
Thanks to notes, you will work smarter and save time.
To add notes or comments to a contact’s file, use the notes tab in their file.
Note: Notes are not visible in the personal space.
To learn more about contact management