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User Manual
Overview

Notes

Notes about a person.

Notes are where internal information about a person is contained. We'll never show notes to the people on your list and it's not possible to add notes about a person into an email.

Add a Note to this person's record

  1. Draft the note using the text input

  2. Click Add Note

Edit a Note on the person's record

  1. Hover over the note

  2. Click the gear icon

  3. Select Edit

  4. Edit the note as needed

  5. Click Update Note

Delete a Note from the person's record

  1. Hover over the note

  2. Click the gear icon

  3. Select Delete