Can I add notes to a contact?

Keep track of conversations and important details about every prospect.

Yes.

Each contact includes a notes section where you can record:

  • Previous conversations

  • Personal details

  • Follow-up commitments

  • Questions

  • Interests

  • Anything that helps you build a stronger relationship

Your notes are searchable, making it easy to find important information later.

The more detailed your notes are, the more personal and effective your future conversations become.

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