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How to add notes to contacts
How to add notes to contacts
Updated over 2 months ago

We know how important it is to study your target profiles on LinkedIn before even making connections with prospects. You don't want important details to slip through the cracks, so you have to write them down before you forget. Although your CRM has the notes section exactly for that matter, imagine how great it would be if you didn't need to switch to the CRM to type down all your thoughts.

With Surfe’s Notes feature, you can forget about going back and forth between LinkedIn and the CRM and manage your notes in one place.

Use the side panel to get an overview of all your notes and add new ones:

Create new notes from the side panel:


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