Notes

In the window below, you can fill out contact notes about the prospect. THESE ARE INTERNAL NOTES ONLY and will NEVER be seen by the customer.

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You can also expand the Secondary Notes category by clicking on the down arrow next to the words “Secondary Notes.” Click on the up arrow to collapse the section.

[Screenshot] 

Enter your note in the text field(s) and click [Save Note].

When you are finished, click [Close].