How to Add Notes to Focused View Contacts

Modified on: Fri, Aug 6, 2021 at 11:04 AM

On the left navigation, click Leads & Contacts > Focused View.
Under the Focused View header, choose the Standard sub tab.
- You may not see the Custom sub tab depending on your permissions.
On the right side of the page, click the down arrow to view contact information.
Choose Notes & Follow-Up.
Input all necessary information then click Save.