How to add notes for Contacts?

Video tutorial for adding Notes for a Contact

In Agiled you can add notes for your contacts to keep track of important things about your contact in the CRM. You can add as many notes as you want for a contact and these notes will always be private, your client will not be able to see them. You can use notes for internal use to keep track of important stuff. 

Here is how you add notes in Agiled CRM. 

1. From the dashboard click on the CRM menu from the Side navigation and click on Contacts. 

2.Choose the contact for which you want to add notes and go to the notes tab in the contact details. 

3. In the notes tab you will be able to see all the notes you have added for a contact. 

4. To add a new note, click on the Add Note button. Add note details and click save. Your note will be saved. 

There is no limit to the number of notes you can create in Agiled. Now that you know how to add notes for a contact in Agiled, start adding important notes about your contacts in Agiled and keep all the information in one place.