Sometimes you need to jot down a quick note about a particular contact so you can remember it later. Our Accountable CRM allows you to do that.
From the Quick Action™ button:
If you aren't familiar with the Quick Action™ button, it is the big "+" button at the bottom left of the screen while in the platform. Click on this button to see all of the available options.
Click on "Note" within the Quick Action™ button. A modal will appear that will allow you to pick or create a new contact and add a note. Once you are done, click "Save"
Your new note will be added to the contact. You can edit or delete the note here.
If you have any issues adding a note or would like to ask questions regarding notes, please let us know using our Coach-on-Call feature.