With LocalContacts, it's easy to add a note to contacts. Here's a video that guides you on how to do so:
Adding a note to a single contact
Here's the process shown in the video above, broken down into steps:
1. Click into LocalContacts, and click into the contact you'd like to a leave a note on.
2. In the top right corner, click on Engage, and click on Log Note.
3. Enter your note, and click Log Note.
4. If you'd like to see all your notes at once, in the top right corner under the Notes section, you can click View All Notes, where your notes will populate in the Activity Log in the main part of the page.
Adding a note to multiple contacts at once
1. Click into LocalContacts
2. Check the box beside all of the contacts you would like to add a note for.
3. Click “More”.
4. Click “Log Note” from the drop down list, and follow the rest of the steps as above.
That's it! If you have any more questions, don't hesitate to reach out to us via the chat bubble in the bottom right-hand corner.
Learn more about LocalContacts: