How to add, edit and delete notes : Tymbl Technologies Inc

How to add, edit and delete notes Print

Created by: Joie Angelo

Modified on: Fri, 12 Mar, 2021 at 5:52 PM

You can easily add notes by selecting a lead inside the campaign or in search.

Step 1: Click the display lead info button

Step 2: Click the Notes Tab then add your notes

Adding a "Note title" is optional.

Use the Edit to change and the Delete to remove the notes

You can add a maximum of 5 notes per contact or lead.

J

Joie is the author of this solution article.

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