How to add a note to you contact in Salesforce
Jennifer Smith
|
6 steps
|
33 seconds
Salesforce
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This Scribe guide will teach you how to create a note under a contact in Salesforce.
1
Navigate to your Salesforce account.
2
Click "Search..."
3
The name of your contact. Click the name of your contact if it appears in your search bar.
4
Click "Chatter"
5
Click "Share an update..."
6
Type in your message. Click "Share"
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You are done!