Skip to main content

Adding Notes to a Contact

Notes is a great place to park important information for your contacts. It might be kids' names, notes about a property, or their favourite restaurant. Here is how you add a note to a contact

  1. In the sidebar, click on Contacts
  2. Select the Client or Agent you want to add a note to
  3. In the Notes section, click Edit (you can also edit notes when editing the Contact itself)
  4. When done editing the notes, click Confirm.