How to add a note to you contact in Salesforce
- Jennifer Smith |
- 0 step |
- 33 seconds
This Scribe guide will teach you how to create a note under a contact in Salesforce.
Navigate to your Salesforce account.
Click "Search..."
Zoom Saved
The name of your contact.
Click the name of your contact if it appears in your search bar.
Click "Chatter"
Zoom Saved
Click "Share an update..."
Zoom Saved
Type in your message.
Click "Share"
You are done!
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