How Do I Add Notes to My Prospects And Accounts?

To keep all your information in the same place and personalize your outreach approach, you can now add Notes for both Prospects and Accounts.

Let's go over how to create a Note and where you can find those notes later on.

Let's say you've just had a conversation with a Prospect and you want to leave notes that you can come back to later. To create a new Note select the Notes tab on the Prospect Card and click +Add Note.

The steps here are pretty much the same. Navigate to the Account Card, click on the Notes Tab and select +Add Notes.

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You can view the most recent Notes under the Contact Info section in the Prospects tab, and you can click See more to open Prospect Card Notes to see all Notes (call, prospect, and account).

Feel free to start adding Notes to your Prospects and Accounts where it makes sense to.

Interested in learning more about how to streamline your Prospect Management. Read about Tags here!

Reach out to your CSM if you have any questions via email or through the in-app chat service.