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How To Add Prospect And Account Notes
How To Add Prospect And Account Notes
Tasneem Solomons avatar
Written by Tasneem Solomons
Updated over 8 months ago

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

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To add notes, simply click on the three dotted Actions button below the Prospect Name and select Add Note.

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