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Adding private notes on a contact
Adding private notes on a contact

Keep track of your thoughts regarding events or clients with private notes

Updated over a week ago

To help you keep all of your client and project information in one place, you can also add private notes on your contacts.

πŸ“š Tip

Private notes are, as you might imagine, visible only to you. They are not shared between team members or visible to the client.

To add private notes on a contact, just open their contact details > type into the Private notes field > click Save.


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