Quick Notes are intended to be brief notes that you can use after you reach out to a contact. These notes are not customizable.
Quick notes include:
- Left Voicemail
- Spoke to
- No Answer
- Sent Text
- Sent Email
How to Add Quick Notes
- On the left navigation, click Leads & Contacts > Contacts.
- Use the search bar to quickly find your contact(s).
- Search by name, email, or phone number.
- Select the name of the contact.
- At the top of the screen, click Quick Notes.
- Choose your note.