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How do I create, edit, and reply to notes?

Ayee avatar
Written by Ayee
Updated over 2 months ago

Where to find it

Inside each lead's profile, go to the Notes section.

What you can do:

  • Create a note: Click the text box and start typing

  • Edit: Hover over your note and click the pencil icon

  • Reply: Click “Reply” under any note to start a thread

  • Tag a teammate: Use @teammember to notify them

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