How do I make a Note in a Contact profile?
Adding Notes allows you to keep a contact record within the Contact profile.
Tip: Notes can be added in multiple places in Hireinsight.io: Contacts, Organisations, Opportunities and Campaigns.
Your workflow never needs to be interrupted by leaving the platform to add a contact note.
On the dashboard, select the Contacts tab
Select Contact and open Contact profile, and then select Note.
The Add note pop-up will open, and freeform text can be added to this box.
Notes can be formatted to add impact
When complete, click Add note and the dated contact record will be logged in the Contact profile.
