There are 2 ways to “Add notes or a Task”
CRM ➡ Contacts ➡ Click on line of Contacts ➡ Contacts Overview ➡ Add Notes or Task
CRM ➡ Contacts ➡ Click on First or Last name ➡ Full Profile ➡ Add Notes or Task
There are 2 ways to “Add notes or a Task”
CRM ➡ Contacts ➡ Click on line of Contacts ➡ Contacts Overview ➡ Add Notes or Task
CRM ➡ Contacts ➡ Click on First or Last name ➡ Full Profile ➡ Add Notes or Task