Adding notes to a contact in Salesforce
- Jennifer Smith |
- 0 step |
- 2 minutes
Navigate to [https://login.salesforce.com/](https://login.salesforce.com/)
Click "Accounts"
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Click on the account you would like to use.
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Click the Contact Name
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Click "Recap your call..."
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Click the "Comments" field.
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Type "Video Call"
Click "Save"
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Click "New"
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Type "Video call - 11/19"
Click here. Add context of the call.
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Click "Done"
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