Adding notes to a contact in Salesforce

5 steps | 2 minutes | Created by Jennifer Smith

cursive2021to.lightning.force.com

1

Navigate to login.salesforce.com

2

Click "Accounts"

Click "Accounts"

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3

Click on the account you would like to use.

Click on the account you would like to use.

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4

Click the Contact Name

Click the Contact Name

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5

Click "Recap your call..."

Click "Recap your call..."

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Jennifer made this Scribe in less than 2 minutes.