Add and Edit Notes

Notes allow you to add detail to an individual and can help keep your team up to date about next steps.

Add a note

Web app Mobile app
  1. Click Notes along the top of an individual's profile.
  2. Click into the notes text field and enter your desired text. Once finished, click Add.
  3. Your note will then be added with the date and time the note was created.

Edit a note

  1. Click the Edit button below the note you would like to edit.
  2. Update the note text with your desired change. Once finished, click  Save.
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