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Contact notes and tasks
Contact notes and tasks

Adding notes and tasks on contact

Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over 3 years ago

In addition to adding deal notes and tasks, and add-hoc tasks, users can now create notes and tasks that relate to contacts only.

These are used for contact specific issues, e.g. periodic reviews or specific notes that relate to the contact only.

This functionality is very similar to that in Deal View. There are add buttons for notes and tasks, with saved information below (under separate tabs).

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