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What are notes? How can I add a note?
What are notes? How can I add a note?
Michael Herrmann avatar
Written by Michael Herrmann
Updated over a week ago

Notes are used to be able to log any type of note, activity or conversations that you've had with a partner that you'd like to keep track of.

You can add a note by following these steps:

1. Click to open the Partner Details
2. Click on "ADD A NOTE"

3. Enter a note and/or attach any files, click CONFIRM

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