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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.

📚 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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