Notes help you keep track of details about your contacts. Each contact has a notes section you can use to save essential information about them to help with outreach or follow-up activities.
Your desktop dashboard contains all of your user's notes. Notes can quickly be accessed from the contact list.
Navigate to your desktop dashboard.
Select a contact.
Click the “Notes” column (see below)
Create a new note or edit an existing note
Navigate to your desktop dashboard.
Search for a contact.
Click the Contact's note icon under the notes column.
4. Click where it says 'Add a note' to type out your new note.
Tip for Editing Notes: If you want to edit an existing note, click on the note you wish to edit, and the text will become editable.
5. Click the blue 'save' button on the right-hand side when you're finished.