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Created with Tango Gallery
Sales & Success
Adding a note to a contact record
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Author
Created with Tango by:
Colby Morgan
Last Updated:
May 18, 2023
Software
Hubspot
Use case
Sales & Success
1. Click on Notes
2. Click on "Create Note" in feed
3. Click on Start typing to leave a note...…
4. Type something! "This is me! At my old company"
5. Click on Save note
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