Notes can help you share information regarding a prospect. They can be used on a prospect's timeline to highlight events that happened outside of For example a phone call or an online conference. They can also be used to provide context to one of your teammates concerning a prospect.

Creating a note

To create a note, open a prospect panel and click the Note button. Once created, the note will be displayed on the prospect's activity.

Editing or deleting a note

To edit or delete a note, place your cursor on the note event, an Edit and a Delete option will appear.

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