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Add a Client Note
Add a Client Note

Create a Client Specific Note in the Client's Profile

Beatty W avatar
Written by Beatty W
Updated over a year ago

Watch the Video Below or Scroll Down for Written Instructions
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1. Click on the client tab

2. Click on any client name you want to create a note for

3. Click Activity

4. Type in your note and hit Create Note

5. You can also @mention your team members here also

6. These notes are permanently stored in the Activity section of the client profile.
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