What is "+Add a new note" button in the name card for?
yuching lin
Last Update hace un año
In the "pipeline" section of your dashboard, click on contact card. Below the sending records, you will find the "+Add a new note" button.
By clicking the "+Add a new note" button, users can manually add records related to this contact. They can enter descriptive text, upload images, or attachment files, and press enter after uploading to add a new record.
NOTE: Once the record is confirmed and submitted, it cannot be manually changed. Please remember to review the content and attachments for accuracy before submitting.
