- 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.
- Click on the name of the contact.
- On the right side of the page, under Recent Notes, input your note information.
- (Optional) Choose a conversational outcome in the dropdown box labeled Select Outcome.
- (Optional) Checking Hide note from co-marketing partners makes the note private and not be visible to co-marketing partners.
- Click Add Note when finished.
