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From left navigation sidebar, Click CRM and then select Contacts from the drop-down menu.Search for contact name, phone number, email, or business & click the contact’s name to open the contact record.Use the note shortcut button, or click Notes under the Activities column.Click Create Note.
Leaving Note on Contact Record
Want to print your doc?
This is not the way.
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.